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iÚčto.cz and Pipedrive CRM and WordPress integrations

Connecting iÚčto.cz and Pipedrive CRM and WordPress on Make
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Categories
CMS
CRM
Invoicing & Accounting
Pipedrive

Build your iÚčto.cz and Pipedrive CRM and WordPress integrations.

Create custom iÚčto.cz and Pipedrive CRM and WordPress workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Pipedrive CRM
Add a Follower

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

Action
Pipedrive CRM
Add a Participant to a Deal

Adds a participant to a deal.

Action
Pipedrive CRM
Add a Product to a Deal

Adds a product to the deal.

Action
Pipedrive CRM
Add a Recurring Subscription

Adds a new recurring subscription to a deal.

Action
Pipedrive CRM
Add an Installment Subscription

Adds a new installment subscription.

Action
iÚčto.cz
Bankovní pohyby: Detail bankovního pohybu

Vrátí veškerá data vybraného bankovního pohybu

Action
iÚčto.cz
Bankovní pohyby: Editace bankovního pohybu

Aktualizuje parametry vybraného bankovního pohybu

Action
iÚčto.cz
Bankovní pohyby: Import bankovního pohybu

Přenesení nového pohybu do systému. Součástí importu je automatický pokus o spárování dokladu s exitujícími doklady v systému. Pohyb může být označen jedinečným identifikátorem (reference_number) z výpisu, který zamezí duplicitám.

Action
iÚčto.cz
Bankovní pohyby: Seznam bankovních pohybů

Zjednodušený výpis všech bankovních pohybů.

Search

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