Syncro, Teamgate CRM, Revolut Business Integrations

Revolut Business
Syncro
Teamgate CRM
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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

Syncro

Watch New Customer INSTANT

Triggers when a new customer has been created.

Syncro

Watch New Invoice INSTANT

Triggers when a new invoice has been added.

Syncro

Watch New Payment INSTANT

Triggers when a new payment has been added.

Syncro

Watch New RMM Alert INSTANT

Triggers when a new RMM alert has been added.

Syncro

Watch Ticket INSTANT

Triggers when a ticket has been created, updated or resolved.

Teamgate CRM

Watch New Companies

Triggers when a new companies is created

Teamgate CRM

Watch New Deals

Triggers when a new deals is created.

Teamgate CRM

Watch New Events

Triggers when a new event is created

Teamgate CRM

Watch New Files

Triggers when a new file is uploaded

Teamgate CRM

Watch New Leads

Triggers when a new leads is created

Teamgate CRM

Watch New People

Triggers when a new persons is created

Teamgate CRM

Watch New Products

Triggers when a new product is create

Revolut Business

Watch Transaction Events INSTANT

Responds to transaction created and transaction state changed events. There can only be 1 webhook. Creating a new one will result in no events to be sent to the previous webhook.

Actions

Syncro

Create a Customer

Creates a new customer.

Syncro

Create a Lead

Creates a new lead.

Syncro

Create a Ticket

Creates a new ticket.

Syncro

Delete a Customer

Deletes a customer specified by ID.

Syncro

Delete a Ticket

Deletes a ticket specified by ID.

Syncro

Get a Customer

Retrieves a single customer specified by ID.

Syncro

Get a Lead

Retrieves a single lead specified by ID.

Syncro

Get a Ticket

Retrieves a single ticket specified by ID.

Syncro

Make an API Call

Performs an arbitary authorized API call.

Syncro

Update a Customer

Updates a customer specified by ID.

Syncro

Update a Lead

Updates a lead specified by ID.

Syncro

Update a Ticket

Updates a ticket specified by ID.

Teamgate CRM

Create Company

Create a new company

Teamgate CRM

Create Deal

Creates a new deal

Teamgate CRM

Create Event

Creates a new event of a selected type (task, call, appointment or note)

Teamgate CRM

Create Lead

Create a new lead

Teamgate CRM

Create Person

Create a new person

Teamgate CRM

Create Product

Create a new product

Teamgate CRM

Create Team

Create a new user team

Teamgate CRM

Delete Company

Deletes specified company

Teamgate CRM

Delete Deal

Deletes specified deal

Teamgate CRM

Delete Event

Deletes specified event

Teamgate CRM

Delete File

Deletes specified File

Teamgate CRM

Delete Lead

Deletes specified lead

Teamgate CRM

Delete Person

Deletes specified person

Teamgate CRM

Delete Product

Deletes specified product

Teamgate CRM

Delete Team

Deletes specified team

Revolut Business

Add a Non Revolut Counterparty

Add a non-Revolut bank account as counterparty.

Revolut Business

Add a Revolut Counterparty

Add an existing Revolut user as counterparty.

Revolut Business

Create a Payment Draft

Creates a payment draft that needs to be approved by an admin or business owner.

Revolut Business

Create a Transfer

Transfers money between accounts of the business with the same currency.

Revolut Business

Delete a Counterparty

Deletes a counterparty with a given ID.

Revolut Business

Delete a Payment Draft

Deletes a payment draft with the given ID. Payment draft may be deleted only if it was not processed.

Revolut Business

Exchange Currency

Transfers money between accounts of the business with a different currency by selling and buying currency.

Revolut Business

Get a Counterparty

Retrieves a counterparty with the given ID.

Revolut Business

Get an Account

Retrieves a specific account with the given ID.

Revolut Business

Get a Payment Draft

Retrieves a payment draft with the given ID.

Revolut Business

Get a Transaction

Retrieves a transaction by ID.

Revolut Business

Get Exchange Rates

Retrieves the exchange rate between two currencies.

Revolut Business

Make an API Call

Performs an arbitrary authorized API call.

Searches

Syncro

Search Customers

Searches for customers or lists them all.

Syncro

Search Leads

Searches for leads or lists them all.

Syncro

Search Tickets

Searches for tickets or lists them all.

Teamgate CRM

Global Search

Return all values by given string

Teamgate CRM

Search Companies

List all companies by entered parameters

Teamgate CRM

Search Deals

List all deals by entered parameters

Teamgate CRM

Search Events

List all events by entered parameters

Teamgate CRM

Search Files

List all files by entered parameters

Teamgate CRM

Search Leads

List all leads by entered parameters

Teamgate CRM

Search People

List all people by entered parameters

Teamgate CRM

Search Products

List all products by entered parameters

Teamgate CRM

Search Teams

List all teams by entered parameters

Teamgate CRM

Search Users

List all users by entered parameters

Revolut Business

List Account Details

Retrieves the details of an account.

Revolut Business

List Accounts

Retrieves all your accounts.

Revolut Business

List Counterparties

Retrieves all your counterparties.

Revolut Business

List Payment Drafts

Retrieves all created payment drafts which were not processed.

Revolut Business

List Transactions

Retrieves transactions.