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Roeto
LinkedIn

Connect Roeto and LinkedIn

Explore ready-made Roeto and LinkedIn templates and start automating in minutes.

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Create a custom workflow

Integrate Roeto with LinkedIn and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

LinkedIn
Trigger: Watch Company Posts
Roeto
Action: Select an action
1. Select a trigger

  • Triggers when a new company post is created.

2. Select an action

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

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

  • Adds new text to existing task's description.

  • Assign an agent (סוכן משווק) to an active client.

  • Creates a link between an employer to an active client (לקוח פעיל) as its current employer.

  • Assigns a new gorem-metapel (גורם מטפל) to an active client.

  • Modifies the due date of an existing task.

  • 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.

  • Clones all personal details of a tromYeutz client (לקוח טרום יעוץ) into a new active client (לקוח פעיל). Important note: the tromYeutz client will remain as-is.

  • 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.

  • Submits a mislaka request on a trom-yeutz client.

  • Creates a new financial activity record on an active client (ניהול מכירה/פעולה פיננסית).

  • Creates a new request for a trom-yeutz client to sign forms (החתמת נספחים)

  • Creates a new request to retrieve and process a Har-Bituach file for a trom-yeutz client.

  • Submits a new task to be created.

  • Creates a new trom yeutz (טרום יעוץ) client.

  • Creates a new active client (לקוח פעיל).

  • Retrieves full information on an active client.

  • Pulls full data aggregation from all clients accessible to the user, Similar to the web application's Agent Page.

  • Lists available activity types, users, insurance companies, statuses and titles for Financial Activities.

  • Lists available Mislaka accounts.

  • Lists the users, tags and headlines available for task-assignment.

  • Retrieves full information on a trom yeutz client.

  • Imports leads into a specified campaign.

  • Creates a link between an existing financial activity and an existing task. Both items must be associated with the same client. The Task should not be associated to any financial activity, and the financial activity should not be associated with any task.

  • Performs an arbitrary authorized API call.

  • Re-assigns at least one task to a new assigned user

  • Toggles a task's completion status from completed to uncompleted and vice versa.

  • Sets or cancels reminder for a task.

  • Updates personal information for an active client such as first or last names, address, etc. fields that are sent empty will be left as-is on the existing client.

  • Modifies an existing lead's status.

  • Updates personal information for trom-yeutz client such as first or last names, address, etc. fields that are sent empty will be left as-is on the existing client.

  • Updates personal information for an active client such as first or last names, address, etc. fields that are sent empty will be left as-is on the existing client.

  • Updates key information fields of an existing financial activity (פעולה פיננסית/ניהול מכירה).

  • Updates the status of an existing financial activity (פעולה פיננסית/ניהול מכירה).

  • Creates a mislaka B1 request for an active client (בקשת יפוי כח - ב1 דרך המסלקה).

  • Uploads a file to be saved to a trom yeutz client's file's list.

  • Uploads a file to be saved to an active client's file's list.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Roeto and LinkedIn.

Append A New Activity Log To An Existing Task
Appends new documentation of activity in an existing task's activity log.
Action
Append A Text To A Client's Notes
Appends new text to a non-trom-yeutz client's notes.
Action
Append A Text To A Task's Description
Adds new text to existing task's description.
Action
Assign Agent To A Client
Assign an agent (סוכן משווק) to an active client.
Action
Assign An Employer To An Active Client (לקוח פעיל)
Creates a link between an employer to an active client (לקוח פעיל) as its current employer.
Action
Assign Gorem Metapel To A Client
Assigns a new gorem-metapel (גורם מטפל) to an active client.
Action
Change A Task's Due Date
Modifies the due date of an existing task.
Action
Check Clients' Existence
Searches for any clients' (both tromYeutz and active - לקוחות טרום יעוץ ופעילים) that have matching values to a search criterion.
Search
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
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.