OneNote, Zoho Books, Pipedrive CRM Integrations
Try Integromat for FREE
No credit card. You'll love it.
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 when a new page is added or updated in a notebook.
Watch for bill.
Watch for customer.
Watch for estimate.
Watch for expense.
Watch for Invoice.
Watch for item.
Watch for customer payment.
Triggers by a vendor workflow.
Triggers when a new activity is added, updated or deleted.
Triggers when a new deal is added, updated or deleted.
Triggers when a new note is added, updated or deleted.
Triggers when a new organization is added, updated or deleted.
Triggers when a new person is added, updated or deleted.
Triggers when a new product is added, updated or deleted.
Triggers when a new activity is added or updated.
Triggers when a new deal is added or updated.
Triggers when a new note is added or updated.
Triggers when a new organization is added or updated.
Triggers when a new person is added or updated.
Triggers when a new product is added or updated.
Creates a new notebook.
Creates a new page.
Creates a new section.
Deletes a page.
Retrieves a detail of a selected notebook.
Retrieves a content of a selected page.
Retrieves a selected section based on its id.
Create a bill received from your vendor.
Create a contact with given information.
Create a contact person for a contact.
Create an employee for an expense.
Create an estimate for your customer.
Create a billable or non-billable expense.
Create an invoice for your customer.
Create a new item.
Create a new payment.
Creates a sales order for your customer.
Delete an existing bill. Bills which have payments applied cannot be deleted.
Delete an existing contact.
Delete an existing contact person.
Delete an existing employee.
Delete an existing estimate.
Delete an existing expense.
Delete an existing invoice. Invoices which have payment or credits note applied cannot be deleted.
Delete a payment made to an invoice.
Delete the item created. Items that are part of transaction cannot be deleted.
Delete an existing payment.
Deletes an existing sales order. Invoiced sales order cannot be deleted.
Download the PDF file of an invoice.
Email an invoice to the customer.
Emails a sales order to the customer.
Get the details of a bill.
Get the details of a contact.
Get the details of a contact person.
Get the details of an employee.
Get the details of an estimate.
Get the details of the Expense.
Get the details of an invoice.
Details of an existing item.
Get the details of an existing payment.
Get the details of a sales order.
Performs an arbitrary authorized API call.
Mark a voided invoice as draft.
Mark an inactive item as active.
Mark an active item as inactive.
Marks a draft sales order as open.
Remind your customer about an unpaid invoice by email. Reminder will be sent, only for the invoices which are in open or overdue status.
Update a bill. To delete a line item just remove it from the line_items list.
Update an existing contact. To delete a contact person remove it from the contact_persons list.
Update an existing contact person.
Update an existing estimate. To delete a line item just remove it from the line_items list.
Update an existing Expense.
Update an existing invoice.
Update the details of an item.
Update an existing payment.
Updates an existing sales order. To delete a line item just remove it from the line_items list.
Marks an invoice status as void. Upon voiding, the payments and credits associated with the invoices will be unassociated and will be under customer credits.
Marks a sales order as void.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Creates a deal.
Creates an activity.
Creates an organization.
Creates a note.
Creates a person.
Creates a product.
Deletes a deal.
Delete a follower from a deal.
Marks mail thread as deleted.
Deletes an activity.
Deletes a product attachment from a deal.
Deletes an organization.
Deletes a note.
Deletes a person.
Deletes a product.
Downloads a file.
Returns details of a specific deal.
Returns specific mail thread.
Returns data about specific mail message.
Returns details of a specific activity.
Returns details of an organization.
Returns details about a specific note.
Returns details of a person.
Returns data about a specific product.
Returns data about a specific user within the company.
Performs an arbitrary authorized API call.
Updates a deal.
Updates the properties of a mail thread.
Updates an activity.
Updates an organization.
Updates an organization field value.
Updates a note.
Updates a person.
Updates a product.
Updates product attachment details of the deal-product (a product already attached to a deal).
Lets you upload a file, and associate it with a Deal, a Person, an Organization, an Activity or a Product.
Retrieves a list of users notebooks.
Retrieves a list of pages in a selected section.
Retrieves a list of sections in a specified notebook.
List all bills.
List all contact persons.
List all contacts.
List all the payments made by your customer.
List employees with pagination.
List all estimates.
List all the Expenses.
Get the list of payments made for an invoice.
List all invoices.
Get the list of all active items.
List all sales orders.
Searches for activities.
Lists activities associated with a deal.
Searches for deals.
Lists deals in a specific pipeline across all its stages.
Lists deals in a specific stage.
Lists files associated with a deal.
List followers of an object of selected type (deals, organizations, persons, products, users).
Returns mail threads in specified folder ordered by most recent message within.
Get mail messages inside specified mail thread.
Searches for notes.
Searches for organizations.
Searches for persons.
Lists all persons associated with a deal, regardless of whether the person is the primary contact of the deal, or added as a participant.
Returns data about all pipelines.
Searches for products.
Lists products attached to a deal.
Returns data about all stages.
Returns data about all users.
Performs a search from multiple item types.