Lusha Connect and Omie との統合と自動化

Lusha Connect and Omieを他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

評価

4.9

事前構築済み

150+

統合

合計

100+

アクティブユーザー

平均

2分

接続まで

カスタム接続

利用可能

HTTPコネクター経由で利用可能

主要企業が Workato を活用

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

強力なワークフローを迅速に構築

Triggers

When this happens…

Actions

Do this…

Lusha Connect
  • Enrich Companies
    Get company information from Lusha based on company name, domain, or company ID.
  • [Prospecting] Step 2 - Contacts Enrich
    [Prospecting] Step 2 - Contacts Enrich in Lusha
  • Enrich Contacts
    Get contact information from Lusha based on input parameters such as name, email, or LinkedIn profile.
  • Get company recommendations
    Get company recommendations based on other companies. IMPORTANT: Minimum 5 company IDs required by the API.
  • Get contact recommendations
    Fetch recommended contacts by supplying contact IDs. IMPORTANT: Minimum 5 contacts required by the API.
  • Get Company Signals
    Retrieve signals for companies. Each company can be identified by: (1) Company ID, (2) Company domain, or (3) Company name
  • Get Contact Signals
    Retrieve signals for contacts. Each contact can be identified by: (1) Contact ID, (2) LinkedIn URL, (3) Email address, or (4) Full name + Company (name or domain)
  • [Prospecting] Step 1 - Contacts Search
    [Prospecting] Step 1 - Contacts Search in Lusha

    • Any other action you can think up

Omie
  • Alterar Cliente
    Modifica os dados de um cliente cadastrado no Omie
  • Cadastrar Cliente
    Adiciona um novo cliente no Omie
  • Excluir Item do Contrato
    Remove itens específicos de um contrato cadastrado no Omie
  • Faturar Ordem de Serviço
    Faturar uma ordem de serviço em Omie
  • Incluir Conta a Pagar
    Adiciona um novo lançamento de contas a pagar no Omie.
  • Incluir Contrato de Serviço
    Cria um contrato de prestação de serviço no Omie
  • Incluir Ordem de Serviço
    Adiciona uma nova ordem de serviço no Omie
  • Listar Clientes
    Busca clientes do Omie com filtros opcionais
  • Listar Movimentos Financeiros
    Busca lançamentos financeiros do Omie aplicando filtros opcionais

    • Any other action you can think up

単一のプラットフォーム

  • 強力
  • 俊敏性
  • スピード
  • 革新

Let’s start automating

Schedule a Demo