Integromat

The role of Integromat is to seamlessly connect your apps/services, so you can concentrate on more important tasks that require human input, rather than repeating the same tasks again and again. Concentrate on what matters the most.

Integromat works by linking together your favorite apps/services by their corresponding modules to create a scenario that will transfer and transform your data automatically for you. All you have to do is create a scenario that will watch for new data in one app/service, set-up the proceeding modules for the desired end result and Integromat will execute the task.

amoCRM and Integromat integration is a bunch of different triggers, actions and searches that will make your work a lot simpler.

Integromat Modules

Integromat distinguishes five types of modules: Actions, Searches, Triggers, Aggregators and Iterators. The two latter ones are intended for advanced scenarios.

The scenario is made from a number of modules that decide how the data is transferred or transformed between apps or services.

Actions are the most common type of module.

  • A typical action module returns just a single bundle which is then passed on to the next module for processing.
  • Action modules can be placed at the beginning, middle or end of a scenario.
  • Scenarios can contain an unlimited number of action modules.

Trigger modules generate bundles when there has been a change in a given service. The change can be a creation of a new record(s), deletion of a record(s), update of a record(s), etc.

  • Every trigger can return zero, one or more bundles which are then passed on to the next module for processing.
  • Triggers can be placed only at the beginning of a scenario.
  • Each scenario can contain only one trigger.

Searches

  • A typical search module returns zero, one or more bundles which are then passed on to the next module for processing.
  • Search modules can be placed at the beginning, middle or end of a scenario.
  • Scenarios can contain an unlimited number of search modules.

Prerequisites for integration to work

  • An Integromat. Create an account at the Integromat site.
  • Create a connection in Integromat to amoCRM.

Creating a connection

To create a scenario with amoCRM, go to the “Scenarios” section in your Integromat account and create your first scenario

Click on scenarios

Choose services that you want to use in your scenario and click continue

Tip: Use the search to quickly navigate through the various apps

Choose services and click continue

To create the connection chose amoCRM module

Choose amoCRM module

Use any module from Action Search or Triggers section, for example, try using Create a Lead action

Choose any module from a list

And then click “Add”

Click on Add in Connection setting

There are three required fields when creating a connection to amoCRM – Email, API Key, and Full domain.

Fill out the form of connection

  • Email – Please enter email that you used to create amoCRM account. You can find it in your amoCRM profile. To access your profile, click on your profile picture in your amoCRM account and click the Profile button.
  • API key – You can find it in profile, just copy and paste it.
  • Full domain – link to your amoCRM account domain name. If you’re uncertain where it is – you can find it in Settings > General settings area of your amoCRM account.

Triggers

Watch Tasks

Obtains a list of tasks with the possibility of filtering and paging.

Connection – Establish a connection to your amoCRM account.

Limit – Maximum number of returned results during one execution cycle.

Task ID -Enter the task ID if needed.

Rows limit -The maximum number of rows that can be selected.

Offset – Set from the which row to select. Row limit must be set.

Related object ID – Enter the ID of a related object.

Responsible – Filter by the responsible person for the task. Select the person.

Offset – Set the offset if required.

Watch Events

This instant trigger monitors amoCRM for selected changes (events).

  1. Add a webhook with your amoCRM connection.
  2. Use checkboxes to select the events you want to watch.

    Watch Events trigger form

  3. Save the dialog and run the scenario.
  4. Now you are watching amoCRM for changes as selected above.

Actions

Create a contact

Connection – Establish a connection to your amoCRM account.

Company ID – Enter the company ID.

Name – Enter the name of the contact to be added. This field is mandatory.

Responsible user – Set the responsible user for the entry.

Created by – Add the user who created the entry.

Created at – Set the date when the entry was created. List of supported date formats.

Updated at – Set the date when the entry was updated. List of supported date formats.

Lead – Select the lead from the drop-down menu.

Tags – Enter a tag.

Custom fields – Add a custom field if required.

Create a Task

Connection – Establish a connection to your amoCRM account.

Element type – Select an element type from the drop-down menu.

Task type – Select the task type you want to create.

Text – Enter the text of the new task.

Created at – Set the date when the entry was created. List of supported date formats.

Updated at – Set the date when the entry was updated. List of supported date formats.

Responsible user – Select the responsible user from the drop-down menu.

Created by – Select the user who created the task.

Task completed – Use the radio buttons to set the status of the task.

Radio buttons for task completed

Due date – Enter a required due date for the task.

Create a Note

Connection – Establish a connection to your amoCRM account.

Element – Enter the element ID.

Element type – Select the element type for the note you want to create

Note type – Select the event you want to create a note for.

Text – Enter the new text of the updated note.

Created at – Enter the date when the entry was created. List of supported date formats. Use the TIMESTAMP variable.

Updated at – Enter the date when the entry was updated. List of supported date formats.

Responsible user – Set a responsible user for the entry.

Params – Define parameters if needed.

Link Entities

Creates links between entities. It allows you to connect catalog items and entities.

Connection – Establish a connection to your amoCRM account.

From – Select the entity you want link to.

From ID – Enter the ID of entity item.

To – Select the linked entity (catalog_elements).

Catalog element – Select the item you want to link.

From catalog – Select the catalog from which you want to create a link.

To catalog – Select the catalog you want to create a link with.

Quantity – Quantity of linked items.

Unlink Entities

Deletes links between entities.

Connection – Establish a connection to your amoCRM account.

From – Select the entity you want to remove the link from.

From ID – Enter the ID of entity item.

To – Select the linked entity(catalog_elements).

Catalog element – Select the item you want to unlink.

From catalog – Select the catalog from which you want to delete the link.

To catalog – Select the catalog you want to delete the link with.

Quantity – Quantity of linked items.

Update a Task

Connection – Establish a connection to your amoCRM account.

Task – Select the task you want to update.

Text – Enter the updated text.

Updated at – Enter the date when the entry was updated. List of supported date formats.

Responsible user – Set a responsible user for the entry.

Task completed – Set Yes if the task has been already completed.

Due date – Enter the due date for the task. List of supported date formats.

Update a Company

Connection – Establish a connection to your amoCRM account.

Company ID – Enter a company ID.

Name – Enter the contact name.

Responsible user – Set the responsible user for the entry.

Created by – Add the user who created the entry.

Created at – Enter the date when the entry was created. List of supported date formats.

Leads ID – Select the Lead ID.

Customers ID – Select the Customer ID.

Tags – Enter a tag.

Custom fields – Add a custom field if needed.

Update a Contact

Connection – Establish a connection to your amoCRM account.

Contact – Select a contact to update.

Name – Enter the contact name.

Responsible user – Set the responsible user for the entry.

Created by – Select the user who created the entry.

Created at – Enter the date when the entry was created. List of supported date formats.

Updated at – Enter the date when the entry was updated. List of supported date formats.

Leads ID – Select the Lead ID

Tags – Enter a tag.

Company ID – Select a company ID from the drop-down menu.

Unlink – Unlink lead, company or customer if needed.

Update a Lead

Updates an existing lead.

Connection – Establish a connection to your amoCRM account.

Lead – Select the lead you want to update.

Pipeline – Select a pipeline containing the selected lead.

Status – Select the status of the lead

Updated at – Enter the date when the entry was updated. List of supported date formats.

Unlink contacts – Select the contact(s) you want to unlink from the lead.

Unlink company – The ID of the company to be uninstalled.

Name – Enter the desired name of the lead.

Responsible user – Set the responsible user for the lead.

Created by – The ID of the user who created the lead.

Created at – Enter the date when the lead was created. List of supported date formats.

Sale – Enter the budget of the lead.

Create a company

Connection – Establish a connection to your amoCRM account.

Name – Enter the company name.

Responsible user – Set the responsible user for the entry.

Created by – Select the user who created the entry.

Created at – Enter the date when the entry was created. List of supported date formats.

Lead ID – Select the Lead ID.

Customer ID – Select the Customer ID.

Contact ID – Select the Contact ID.

Tags – Enter a tag.

Custom fields – Add a custom field if needed.

Create a Lead

Connection – Establish a connection to your amoCRM account.

Name – Enter the lead name.

Responsible user – Set the responsible user for the entry.

Pipeline – Select a pipeline you want to create the lead in.

Created by – Select the user who created the entry.

Created at – Enter the date when the entry was created. List of supported date formats.

Updated at – Enter the date when the entry was updated. List of supported date formats.

Sale – Enter the deal budget.

Tags – If you want to specify new tags, list them inside the string variable, separated by commas. If you need to attach existing tags, pass an array of numeric id values ​​for existing tags.

Contacts – Assign contacts for the new lead.

Company ID – Select the company ID.

Custom fields – Add a custom field if needed.

Get Account Info

Retrieves an account’s details.

Connection – Establish a connection to your amoCRM account.

Searches

Create Leads

Allows you to create multiple leads.

Connection – Establish a connection to your amoCRM account.

Leads – Here you can enter one or more leads you want to create.

Name – Enter the lead name.

Responsible user – Set the responsible user for the entry.

Pipeline – Select a pipeline you want to create the lead in.

Created by – Select the user who created the entry.

Created at – Enter the date when the entry was created. List of supported date formats.

Updated at – Enter the date when the entry was updated. List of supported date formats.

Sale – Enter the deal budget.

Tags – If you want to specify new tags, list them inside the string variable, separated by commas. If you need to attach existing tags, pass an array of numeric id values ​​for existing tags.

Contacts – Assign contacts for the new lead.

Company ID – Select the company ID.

Custom fields – Add a custom field if needed.

Get Customers

Use this module to get the customer list.

Your profile must contain customers otherwise this module returns error 400. Customers are not available when using the free trial account! The Recurring purchases (Settings > General settings) option must be enabled.

Connection – Establish a connection to your amoCRM account.

Customer ID – Select the element with the given ID (If this parameter is specified, all the others are ignored).

Rows limit – Set the limit of rows that can be selected.

Offset – Selection reference (from which row to choose). Works only if limit_rows is also specified.

Responsible user – Select one or more responsible user(s).

From – The date from which to start the selection. Use format MM/DD/YYYY.

To – The date to which you want to end the selection. Use format MM/DD/YYYY.

Next date from – The next date from which to start the selection. Use format MM/DD/YYYY.

Next date to – The next date to which you want to end the selection. Use format MM/DD/YYYY.

Type – Filter the list by type.

Get Lead Info

Retrieves all available lead information

Connection – Establish a connection to your amoCRM account.

Lead ID – Select the lead you want to get information about.

Get Task Info

Retrieves available task information.

Connection – Establish a connection to your amoCRM account.

Task ID – Enter the task ID of the task you want to get information about.

Get task info search module

Get Tasks

Connection – Establish a connection to your amoCRM account.

Task ID – Enter the ID of the task.

Rows limit – Set the limit of rows that can be selected.

Offset – Selection reference (from which row to choose). Works only if the Rows limit is also specified

Related object ID – An additional search filter, according to the ID elements of the entity.

Responsible user – Select one or more responsible user(s).

Object type – Obtains information by the type of the specified entity (lead/contact/company/customer)

Create Contacts

This module allows you to create multiple contacts at once.

Connection – Establish a connection to your amoCRM account.

Contacts – Here you can enter one or more contacts that you want to create.

Company ID – Enter the company ID.

Name – Enter the name of the contact to be added. This field is mandatory.

Responsible user – Set the responsible user for the entry.

Created by – Add the user who created the entry.

Created at – Set the date when the entry was created. List of supported date formats.

Updated at – Set the date when the entry was updated. List of supported date formats.

Lead – Select the lead from the drop-down menu.

Tags – Enter a tag.

Custom fields – Add a custom field if required.

Get Products

Connection – Establish a connection to your amoCRM account.

Product ID – Select the product ID of the item from the catalog.

Catalog ID – Select what catalog you want to retrieve products from.

Search term – Enter the name of the item you are searching for.

Get products search module

Get Contact Info

Retrieves information for a selected contact.

Connection – Establish a connection to your amoCRM account.

Contact ID – Select the contact you want to retrieve information about.

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