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!
Watches user and document events.
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.
Cancels a group invite.
Cancels an invite to sign a document.
Adds a custom event to the audit log.
Creates a new document copy from a template.
Creates a document group from a list of documents.
Creates a Folder.
Creates a signing link for a specific document. Signing links allow the user (recipients of the signing link) to send invites to this document on your behalf.
Creates a template using a document.
Deletes a document.
Deletes a document group.
Deletes a folder.
Downloads a document as zip or pdf.
Downloads a file attached to the document by signer.
Retrieves a document.
Retrieves document and role information of documents in a document group.
Retrieves invite action information of a group invite, including the status of each step and action.
Retrieves a one-time use URL to download the document as a PDF.
Retrieves the details of the user.
Performs an arbitrary authorized API call.
Merges existing documents into one.
Moves a document to a specified folder.
Renames a folder.
Resends invite emails to those with pending invites for the group invite or to specific users.
Resends your email invitation.
Sends a free-form invite or a role-based invite.
Creates a multi-step invite for a document group.
Uploads a document. Accepts .doc, .docx, .pdf, .xls, .xlsx, .ppt, .pptx and .png file types.
Uploads a document with signNow text tags. Only .doc, .docx, and .pdf are supported.
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 the history of a document.
Retrieves a folder's documents.
Retrieves the subfolders of a folder.
Retrieves all the folders of a user.
Retrieves the user's documents.
Retrieves the user's modified documents.
Retrieves all document groups.
Retrieves all pending invite information as well as invites already signed for a group invite for the user that makes the call. If the user making the call is the document owner, it will return pending invites for that user and ALL actions that have already been fulfilled.
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.
