Connect RAYNET CRM and Teamgate CRM integrations
Connect RAYNET CRM and Teamgate CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like RAYNET CRM and Teamgate CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Sleduje vytvoření a změny záznamů v pravidelných intervalech.
Sleduje vytvoření, změny a smazání záznamů.
Create a new company
Creates a new deal
Creates a new event of a selected type (task, call, appointment or note)
Create a new lead
Create a new person
Create a new product
Create a new user team
Deletes specified company
Deletes specified deal
Deletes specified event
Deletes specified File
Deletes specified lead
Deletes specified person
Deletes specified product
Deletes specified team
Return all values by given string
List all companies by entered parameters
List all deals by entered parameters
List all events by entered parameters
List all files by entered parameters
List all leads by entered parameters
List all people by entered parameters
List all products by entered parameters
List all teams by entered parameters
List all users by entered parameters
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Build your RAYNET CRM and Teamgate CRM integrations.
Create custom RAYNET CRM and Teamgate CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Na základě získaných dat z modulu Android vytvoří telefonát s vazbou na klienta, kontaktní osobu nebo lead.
Create a new product
Create a new company
Creates a new deal
Creates a new event of a selected type (task, call, appointment or note)
Create a new lead
Create a new person
Create a new user team
Deletes specified company
Popular RAYNET CRM and Teamgate CRM workflows.
Looking to get more out of RAYNET CRM and Teamgate CRM? With Make you can visually integrate RAYNET CRM and Teamgate CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create a new record in Raynet CRM for every new lead from Facebook Lead Ads
Automatically create a new record in Raynet CRM for every new lead captured from Facebook Lead Ads, streamlining your lead management process.
TRY IT ->Register calls in Teamgate CRM from new Toky calls
Every time a new call is received on Toky, Make will automatically create a new call event in Teamgate CRM.
TRY IT ->Create a project in ApuTime from a record in RAYNET CRM
When there is a new RAYNET CRM business case, create a new ApuTime project.
TRY IT ->Watch for ApuTime project changes and add a label to RAYNET CRM
When there is a change in your ApuTime project, a corresponding label will be added to a connected RAYNET CRM business case.
TRY IT ->Vytvoření nové faktury ve Fakturoidu s daty z Raynet CRM
Ihned po nově přijatém záznamu prostřednictvím webhooku je načten záznam v Raynet CRM a na základě těchto záznamů vytvořena nová faktura u příslušného klienta ve Fakturoidu. Pokud klient ve Fakturoidu ještě neexistuje, je tento klient nejdříve vytvořen a poté je na něj napojena faktura.
TRY IT ->Sledování a stahování faktur z Fakturoidu, uložení záznamu o faktuře v Raynet CRM
V nastavených intervalech Make kontroluje, zda byla vytvořena nová faktura ve Fakturoidu. Pokud ano, je vytvořena nová faktura u klienta, k jemuž patří, v Raynet CRM.
TRY IT ->Sledování a stahování plateb z Fakturoidu do RAYNET CRM
Ihned po spárování platby za fakturu ve Fakturoidu je načtena příslušná faktura v RAYNET CRM a záznam o platbě je u této faktury rovněž aktualizován.
TRY IT ->
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