Keap, Pipedrive CRM, Tookan Integrations

Keap
Pipedrive CRM
Tookan
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What is Integromat?

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Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

Keap

Watch a Tag

Checks if specific tag was added to any contact.

Keap

Watch Event INSTANT

Triggers when a specified event occurs.

Keap

Watch New Applied Tags

Checks if a new tag was applied to a specific contact.

Keap

Watch New Appointments

Checks if new appointment was created.

Keap

Watch New Contacts

Checks if new contact was created.

Keap

Watch New Files

Checks if new file was created.

Keap

Watch New Notes

Checks if new note was created.

Keap

Watch New Opportunities

Checks if new opportunity was created.

Keap

Watch New Orders

Checks if new order was created.

Keap

Watch New Tasks

Checks if new task was created.

Keap

Watch Sent Emails

Checks if new email was sent.

Pipedrive CRM

New Activity Event INSTANT

Triggers when a new activity is added, updated or deleted.

Pipedrive CRM

New Deal Event INSTANT

Triggers when a new deal is added, updated or deleted.

Pipedrive CRM

New Note Event INSTANT

Triggers when a new note is added, updated or deleted.

Pipedrive CRM

New Organization Event INSTANT

Triggers when a new organization is added, updated or deleted.

Pipedrive CRM

New Person Event INSTANT

Triggers when a new person is added, updated or deleted.

Pipedrive CRM

New Product Event INSTANT

Triggers when a new product is added, updated or deleted.

Pipedrive CRM

Watch Activities

Triggers when a new activity is added or updated.

Pipedrive CRM

Watch Deals

Triggers when a new deal is added or updated.

Pipedrive CRM

Watch Notes

Triggers when a new note is added or updated.

Pipedrive CRM

Watch Organizations

Triggers when a new organization is added or updated.

Pipedrive CRM

Watch Persons

Triggers when a new person is added or updated.

Pipedrive CRM

Watch Products

Triggers when a new product is added or updated.

Actions

Keap

Apply Tags

Applies a list of tags to a given contact record.

Keap

Apply Tag to Contacts

Applies a tag to a list of contacts.

Keap

Create a Contact

Creates a new contact in your contact list.

Keap

Create a Note

Creates a new note.

Keap

Create a Task

Creates a new task.

Keap

Create or Update a Contact

Creates a new contact or updates a contact in your contact list.

Keap

Create Tag

Creates a new tag.

Keap

Create Tag Category

Creates a new tag category.

Keap

Delete an Appointment

Deletes the specified appointment.

Keap

Delete Contact

Deletes the specified contact.

Keap

Delete File

Deletes the specified file.

Keap

Delete Note

Deletes a note.

Keap

Delete Task

Permanently deletes a specified task.

Keap

Make an API Call

Performs an arbitrary authorized API call.

Keap

Remove Applied Tags

Removes a list of tags from the given contact.

Keap

Remove Tag from Contacts

Removes a tag from a list of contacts.

Keap

Replace a File

Uploads a file to replace an existing one.

Keap

Retrieve a Contact

Retrieves a single contact.

Keap

Retrieve a File

Retrieves metadata about a specific file.

Keap

Retrieve an Appointment

Retrieves a specific appointment belonging to you.

Keap

Retrieve an Opportunity

Retrieves a single opportunity.

Keap

Retrieve an Order

Retrieves a single order.

Keap

Retrieve a Note

Retrieves a single note.

Keap

Retrieve a Tag

Retrieves a single tag.

Keap

Retrieve a Task

Retrieves a single task.

Keap

Retrieve Product

Retrieves a single product from your Infusionsoft account.

Keap

Retrieve Transaction

Retrieves a single transaction.

Keap

Update a Contact

Updates a contact with only the values provided in the request.

Keap

Update Task

Updates a task with only the values provided in the request.

Keap

Upload a File

Uploads a File.

Pipedrive CRM

Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Pipedrive CRM

Add a Participant to a Deal

Adds a participant to a deal.

Pipedrive CRM

Add a Product to a Deal

Adds a product to the deal.

Pipedrive CRM

Create a Deal

Creates a deal.

Pipedrive CRM

Create an Activity

Creates an activity.

Pipedrive CRM

Create an Organization

Creates an organization.

Pipedrive CRM

Create a Note

Creates a note.

Pipedrive CRM

Create a Person

Creates a person.

Pipedrive CRM

Create a Product

Creates a product.

Pipedrive CRM

Delete a Deal

Deletes a deal.

Pipedrive CRM

Delete a Follower

Delete a follower from a deal.

Pipedrive CRM

Delete a Mail Thread

Marks mail thread as deleted.

Pipedrive CRM

Delete an Activity

Deletes an activity.

Pipedrive CRM

Delete an Attached Product

Deletes a product attachment from a deal.

Pipedrive CRM

Delete an Organization

Deletes an organization.

Pipedrive CRM

Delete a Note

Deletes a note.

Pipedrive CRM

Delete a Person

Deletes a person.

Pipedrive CRM

Delete a Product

Deletes a product.

Pipedrive CRM

Download a File

Downloads a file.

Pipedrive CRM

Get a Deal

Returns details of a specific deal.

Pipedrive CRM

Get a Mail Thread

Returns specific mail thread.

Pipedrive CRM

Get a Message

Returns data about specific mail message.

Pipedrive CRM

Get an Activity

Returns details of a specific activity.

Pipedrive CRM

Get an Organization

Returns details of an organization.

Pipedrive CRM

Get a Note

Returns details about a specific note.

Pipedrive CRM

Get a Person

Returns details of a person.

Pipedrive CRM

Get a Product

Returns data about a specific product.

Pipedrive CRM

Get a User

Returns data about a specific user within the company.

Pipedrive CRM

Make an API Call

Performs an arbitrary authorized API call.

Pipedrive CRM

Update a Deal

Updates a deal.

Pipedrive CRM

Update a Mail Thread Details

Updates the properties of a mail thread.

Pipedrive CRM

Update an Activity

Updates an activity.

Pipedrive CRM

Update an Organization

Updates an organization.

Pipedrive CRM

Update an Organization Field Value

Updates an organization field value.

Pipedrive CRM

Update a Note

Updates a note.

Pipedrive CRM

Update a Person

Updates a person.

Pipedrive CRM

Update a Product

Updates a product.

Pipedrive CRM

Update Product Attachment Details

Updates product attachment details of the deal-product (a product already attached to a deal).

Pipedrive CRM

Upload a File

Lets you upload a file, and associate it with a Deal, a Person, an Organization, an Activity or a Product.

Tookan

Assign an Agent to a Task

Used to assign an agent to your task.

Tookan

Assign a Task

Used to assign/reassign an unassigned/assigned task or an assigned task to the Agent.

Tookan

Auto Assign a Task

Used to auto-assign an unassigned/assigned task.

Tookan

Block/Unlock an Agent

Used to block/unblock the Agent in your account.

Tookan

Cancel a Task

Used to change the status of a task that has already been created to "canceled".

Tookan

Create a Customer

Creates a new customer in Tookan under the specified data source.

Tookan

Create a Delivery Task

Creates a new delivery task in Tookan.

Tookan

Create a Manager

Creates a new manager in Tookan under the specified data source.

Tookan

Create a Pickup Task

Creates a new pickup task in Tookan.

Tookan

Create a Team

Creates a new team in Tookan under the specified data source.

Tookan

Delete a Customer

Deletes the specified customer object and all its associated data.

Tookan

Delete a Manager

Deletes the specified manager object and all its associated data.

Tookan

Delete a Task

Deletes the specified task object and all its associated data.

Tookan

Delete a Team

Deletes the specified team object and all its associated data.

Tookan

Get an Agent's Profile

Returns the agent's profile.

Tookan

Get a Task

Returns agent's task details.

Tookan

Get a Team

Retrieves a team object from your Tookan account.

Tookan

Make an API Call

Performs an arbitrary authorized API call.

Tookan

Send Notification

Used to send push notifications to the logged-in agent(s).

Tookan

Start a Task

This module is used to change the status of a task that has already been created to "start".

Tookan

Update a Customer

Updates a customer object in your Tookan account.

Tookan

Update an Agent's Tags

Used to update the agent's tags.

Tookan

Update a Task

Used to force update the status of a task.

Tookan

Update a Team

Updates a team object in your Tookan account.

Searches

Keap

List All Emails Sent

Retrieves a list of emails that have been sent.

Keap

List Applied Tags

Retrieves a list of tags applied to a given contact.

Keap

List Appointments

Retrieves all your appointments.

Keap

List Campaigns

Retrieves all your campaigns.

Keap

List Contacts

Retrieves all your contacts optionally filtered by email, first name and last name.

Keap

List Custom Fields of Contacts

Retrieves a list of custom fields for contacts.

Keap

List Emails sent to Contact

Retrieves a list of emails that have been sent to a contact.

Keap

List Files

Retrieves a list of all files.

Keap

List Notes

Retrieves a list of all notes.

Keap

List Opportunities

Retrieves a list of all opportunities.

Keap

List Orders

Retrieves a list of all orders using the specified search criteria.

Keap

List Products

Retrieves a list of all products.

Keap

List Tagged Contacts

Retrieves a list of contacts that have the given tag applied.

Keap

List Tags

Retrieve a list of tags defined in the application.

Keap

List Tasks

Retrieves a list of all tasks using the specified search criteria

Keap

List Transactions

Retrieves a list transactions for a given contact.

Keap

Retrieve Commissions

Retrieves a list of commissions based on affiliate or date range.

Keap

Retrieve Order Transactions

Retrieves a list of all transactions on a given order using the specified search criteria.

Pipedrive CRM

List Activities

Searches for activities.

Pipedrive CRM

List Activities in a Deal

Lists activities associated with a deal.

Pipedrive CRM

List Deals

Searches for deals.

Pipedrive CRM

List Deals in a Pipeline

Lists deals in a specific pipeline across all its stages.

Pipedrive CRM

List Deals in a Stage

Lists deals in a specific stage.

Pipedrive CRM

List Files in a Deal

Lists files associated with a deal.

Pipedrive CRM

List Followers

List followers of an object of selected type (deals, organizations, persons, products, users).

Pipedrive CRM

List Mail Threads

Returns mail threads in specified folder ordered by most recent message within.

Pipedrive CRM

List Messages in a Thread

Get mail messages inside specified mail thread.

Pipedrive CRM

List Notes

Searches for notes.

Pipedrive CRM

List Organizations

Searches for organizations.

Pipedrive CRM

List Persons

Searches for persons.

Pipedrive CRM

List Persons in a Deal

Lists all persons associated with a deal, regardless of whether the person is the primary contact of the deal, or added as a participant.

Pipedrive CRM

List Pipelines

Returns data about all pipelines.

Pipedrive CRM

List Products

Searches for products.

Pipedrive CRM

List Products in a Deal

Lists products attached to a deal.

Pipedrive CRM

List Stages

Returns data about all stages.

Pipedrive CRM

List Users

Returns data about all users.

Pipedrive CRM

Search for Items

Performs a search from multiple item types.

Tookan

Get an Agent's Location

Returns agent's location details.

Tookan

Get an Agent's Stripe Details

Returns agent's stripe account details.

Tookan

List Agents

Returns all the agent items.

Tookan

List Agents Near a Customer

Rerurns available agent's near customers.

Tookan

List an Agent's Activity

Returns agent's daily activity timeline.

Tookan

List an Agent's Logs

Returns Agent logs.

Tookan

List an Agent's Ratings

Returns the agent's overall rating and reviews are given by customers.

Tookan

List an Agent's Tags

Returns the list of agent tags.

Tookan

List Customers

Returns all the customer items.

Tookan

List Managers

Returns all the manager items.

Tookan

List Tasks

Returns all the order items.

Tookan

List Teams

Returns all team items.