Connect Roeto integrations

Connect Roeto with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Roeto 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.

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Build your Roeto integrations.

Create custom Roeto workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Roeto
Append A New Activity Log To An Existing Task

Appends new documentation of activity in an existing task's activity log.

Action
Roeto
Append A Text To A Client's Notes

Appends new text to a non-trom-yeutz client's notes.

Action
Roeto
Append A Text To A Task's Description

Adds new text to existing task's description.

Action
Roeto
Change A Task's Due Date

Modifies the due date of an existing task.

Action
Roeto
Check Mislaka Prerequisites

performs a pre-flight check of existence, authorization and availabilty of all prerequisites for submitting a Mislaka request for information on a trom-yeutz client.

Action
Roeto
Create A Lead

Creates a new lead in a specific campaign. IMPORTANT: in case the selected campaign is actively linked to RoetoPol - the lead will be created but the automations of the campaign powered by RoetoPol will be disabled.

Action
Roeto
Create A Mislaka Request

Submits a mislaka request on a trom-yeutz client.

Action
Roeto
Create A Task

Submits a new task to be created.

Action
Roeto
Create A Trom Yeutz Client

Creates a new trom yeutz (טרום יעוץ) client.

Action

Connect any app with Roeto

Popular Roeto workflows.

Looking to get more out of Roeto? With Make you can visually integrate Roeto into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

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