Initiative CRM

Initiative CRM

Create your customized scenario with Integromat. Automate repetitive tasks involved in using Initiative CRM and make your work easier.

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What is Integromat?

GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

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

Initiative CRM

Watch Records

Triggers when a record is created or updated.

Actions

Initiative CRM

Create a Record

Creates a new record.

Initiative CRM

Delete a Record

Deletes a record.

Initiative CRM

Get a Record

Return the data of a specified record of selected module.

Initiative CRM

Make an API Call

Performs an arbitrary authorized API call.

Initiative CRM

Update a Record

Updates an existing record.

Searches

Initiative CRM

Search Records

Retrieves the records of the selected module that match the specified criteria.

Integrate Initiative CRM with these services