To use any of the RAYNET CRM modules, you need to connect your RAYNET CRM account to Integromat. If you do not have a RAYNET CRM account yet, you can create one on the RAYNET CRM website.
To connect your RAYNET CRM account to Integromat, follow the general instructions for Connecting to services. Connection setup requires the following information: Uživatelské jméno (email), API klíč and Název CRM.
Uživatelské jméno (email) is the one you use to login to your RAYNET CRM instance.
API klíč (API key) can be obtained in Nastavení > Pro vývojáře > API klíče:
Název CRM (instance name) can be obtained in PODPORA -> O aplikaci RAYNET CRM:
Videotutorial (Czech language): https://raynet.cz/blog/integromat-jak-na-to/
Custom action buttons can be used to execute your Integromat scenario from Raynet CRM. Follow the steps below for the setup:
200
{success: true}
Content-Type
application/json
?id={entityId}
(see Raynet's online documentation on custom action buttons for the full list of available variables and further details):id
item (containing the value of the entityID
variable) is now available for mapping into the module's fields:If the Nová option for the Schůzka entity is selected in the Stav field, then fields Naplánování v kalendáři od and Naplánování v kalendáři do are not saved (when a value is entered).
If the Naplánovaná option for the Schůzka entity is selected in the Stav field, then fields Naplánování v kalendáři od and Naplánování v kalendáři must be filled, otherwise Nová is created.