Integromat
  • Back to website
Articles in this section
  • Airtable
  • Bubble
  • Email (legacy)
  • Facebook Groups
  • Formstack
  • Google Cloud Vision
  • Google Sheets (legacy)
  • HTTP
  • JSON
  • Magento 2
See more
  1. Integromat Support
  2. Apps
  3. Docs

Ronin

Integromat Integromat Updated December 28, 2020 10:13

The Ronin modules allow you to watch, create, update, list, retrieve, and delete the clients, tasks, contacts, invoices, expenses, payments, projects, and estimates in your Ronin account.

Getting Started with Ronin

Prerequisites

  • A Ronin account

In order to use Ronin with Integromat, it is necessary to have a Ronin account. If you do not have one, you can create a Ronin account at roninapp.com.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Ronin to Integromat

To connect your Ronin account to Integromat you need to obtain the API Token from your Ronin account and insert it in the Create a connection dialog in the Integromat module.

1. Log in to your Ronin account.

2. Click Your Account Name > Request API Token.

2Aj7Om7h0X.gif

3. Copy the API Token to your clipboard.

ronin1.png

4. Go to Integromat and open the Ronin module's Create a connection dialog.

tnfhw204m0.gif

5. In the Connection name field, enter a name for the connection.

6. In the Domain field, enter your Ronin account's domain name. For example, if your account's URL address is www.xyz.ronin.com then your domain name is xyz.

7. In the API Token field, enter the token details copied in step 3, and click Continue.

The connection has been established.

Clients

Watch New Clients

Triggers when a new client has been created.

Connection Establish a connection to your Ronin account.
Limit Set the maximum number of clients Integromat should return during one scenario execution cycle.

Search Clients

Searches clients.

Connection Establish a connection to your Ronin account.
Updated Since Enter the date to list the clients created on or after the specified date.
Sort By

Select the option to sort the clients:

  • Name
  • Date
Limit Set the maximum number of clients Integromat should return during one scenario execution cycle.

Get a Client

Retrieves a client specified by ID.

Connection Establish a connection to your Ronin account.
Client ID Select the Client ID whose details you want to retrieve.

Create a Client

Creates a new client.

Connection Establish a connection to your Ronin account.
Name Select the Client ID whose details you want to retrieve.
Number Enter the client's contact number.
Description Enter the client's details.
Website Enter the client's website.
Country Enter the client's country name.
Address Enter the client's address.
Address 2 Enter the client's alternative address.
City Enter the client's city name.
State Enter the client's state name.
Zip Enter the area postal code.

Update a Client

Updates a client object.

Connection Establish a connection to your Ronin account.
Client ID Select the Client ID whose details you want to update.
Name Select the Client ID whose details you want to retrieve.
Number Enter the client's contact number.
Description Enter the client's details.
Website Enter the client's website.
Country Enter the client's country name.
Address Enter the client's address.
Address 2 Enter the client's alternative address.
City Enter the client's city name.
State Enter the client's state name.
Zip Enter the area postal code.

Delete a Client

Deletes a client specified by ID.

Connection Establish a connection to your Ronin account.
Client ID Select the Client ID you want to delete.

Contacts

Watch New Contacts 

Triggers when a new contact has been created.

Connection Establish a connection to your Ronin account.
Limit Set the maximum number of contacts Integromat should return during one scenario execution cycle.

List Contacts

Retrieves a list of contacts.

Connection Establish a connection to your Ronin account.
Client ID Select the Client ID whose contacts you want to list.
Limit Set the maximum number of contacts Integromat should return during one scenario execution cycle.

Get a Contact

Retrieves a contact specified by ID.

Connection Establish a connection to your Ronin account.
Contact ID Select the Contact ID whose details you want to retrieve.

Create a Contact

Creates a new contact.

Connection Establish a connection to your Ronin account.
Name Enter the contact's name.
Client ID Select the Client ID to which the contact belongs to.
Email address Enter the contact's email address.
Title Enter the position of the contact in the client's company.
Extension Enter the contact's extension number.
Phone Enter the contact's phone number.
Mobile Enter the contact's mobile number.

Update a Contact

Updates a contact object.

Connection Establish a connection to your Ronin account.
Contact ID Select the Contact ID whose details you want to update.
Name Enter the contact's name.
Client ID Select the Client ID to which the contact belongs to.
Email address Enter the contact's email address.
Title Enter the position of the contact in the client's company.
Extension Enter the contact's extension number.
Phone Enter the contact's phone number.
Mobile Enter the contact's mobile number.

Delete a Contact

Deletes a contact specified by ID.

Connection Establish a connection to your Ronin account.
Contact ID Select the Contact ID you want to delete.

Estimates 

Watch New Estimates

Triggers when a new estimate has been created.

Connection Establish a connection to your Ronin account.
Limit Set the maximum number of estimates Integromat should return during one scenario execution cycle.

List Estimates

Retrieves a list of estimates.

Connection Establish a connection to your Ronin account.
Expense Nested In Select the option to choose the estimates you want to list:
  • Project
  • Client
Project ID  Select the Project ID whose estimates you want to list.
Client ID Select the Client ID whose estimates you want to list.
Limit Set the maximum number of estimates Integromat should return during one scenario execution cycle.

Create an Estimate

Creates an estimate.

Connection Establish a connection to your Ronin account.
Date Enter the date when the estimate is being created. See the list of supported date and time formats.
Currency Code Select the three-character currency code applicable for the estimate. For example, USD.
Title Enter a name for the estimate.
Note Enter the details of the estimate.
Number Enter the estimation number. If no value is provided, then this value will be autoincremented from previous invoice numbers.
Client ID Select the Client ID for whom you are preparing the estimate.
Total Cost Enter the estimated cost. 
Subtotal Enter the subtotal amount of the estimation.
Tax Enter the tax amount included in the estimation.
Tax Label Enter the tax name. For example, sales tax.
Tax 2 Enter the tax amount included in the estimation.
Tax 2 Label Enter the tax name. For example, VAT.
Tax 3 Enter the tax amount included in the estimation.
Tax 3 Label Enter the tax name. For example, service tax.
Compound Tax Select whether the compound tax applicable for the estimation.
Estimate Items Add the items which were estimated:
Mode Select the mode through which you want to add the item:
  • Create a New Item
  • Update an Existing Item
  • Delete an Existing Item
Title Enter the item name.
Quantity Enter the number of items.
Price Enter the total item's price.
Item ID Select the Item ID you want to update or delete.

Get an Estimate

Retrieves an estimate specified by ID.

Connection Establish a connection to your Ronin account.
Estimate ID Select the Estimate ID whose details you want to retrieve.

Update an Estimate

Updates an estimate specified by ID.

Connection Establish a connection to your Ronin account.
Estimate ID Select the Estimate ID whose details you want to update.
Date Enter the date when the estimate is being created. See the list of supported date and time formats.
Currency Code Select the three-character currency code applicable for the estimate. For example, USD.
Title Enter a name for the estimate.
Note Enter the details of the estimate.
Number Enter the estimation number. This value will be autoincremented from previous invoice numbers if not provided.
Client ID Select the Client ID for whom you are preparing the estimate.
Total Cost Enter the estimated cost. 
Subtotal Enter the subtotal amount of the estimation.
Tax Enter the tax amount included in the estimation.
Tax Label Enter the tax name. For example, sales tax.
Tax 2 Enter the tax amount included in the estimation.
Tax 2 Label Enter the tax name. For example, VAT.
Tax 3 Enter the tax amount included in the estimation.
Tax 3 Label Enter the tax name. For example, service tax.
Compound Tax Select whether the compound tax applicable for the estimation.
Estimate Items Add the items which were estimated:
Mode Select the mode through which you want to add the item:
  • Create a New Item
  • Update an Existing Item
  • Delete an Existing Item
Title Enter the item name.
Quantity Enter the number of items.
Price Enter the total item's price.
Item ID Select the Item ID you want to update or delete.

Delete an Estimate

Deletes an estimate specified by ID.

Connection Establish a connection to your Ronin account.
Estimate ID Select the Estimate ID you want to delete.

Expenses

Watch New Expenses

Triggers when a new expense has been created.

Connection Establish a connection to your Ronin account.
Limit Set the maximum number of expenses Integromat should return during one scenario execution cycle.

Search Expenses

Searches expenses.

Connection Establish a connection to your Ronin account.
From Date Enter the date from which you search the expenses. See the list of supported date formats.
To Date Enter the date until which you search the expenses. See the list of supported date formats.
Expense Nested In Select the option whose expenses you want to search:
  • Clients
  • Projects
Limit Set the maximum number of expenses Integromat should return during one scenario execution cycle.

Create an Expense

Creates a new response.

Connection Establish a connection to your Ronin account.
Amount Enter the expense amount.
Description Enter the details of the expense.
Invoice ID Select the Invoice ID to which you want to associate the expense.
Incurred On Enter the date and time of the occurrence of the expense. See the list of supported date and time formats.
Refers To Select the option to which the expense belongs to. For example, clients.

Get an Expense

Retrieves an expense specified by ID.

Connection Establish a connection to your Ronin account.
Expense ID Select the Expense ID whose details you want to retrieve.

Update an Expense

Updates an expense specified by ID.

Connection Establish a connection to your Ronin account.
Expense ID Select the Expense ID whose details you want to update.
Amount Enter the expense amount.
Description Enter the details of the expense.
Invoice ID Select the Invoice ID to which you want to associate the expense.
Incurred On Enter the date and time of the occurrence of the expense. See the list of supported date and time formats.
Refers To Select the option to which the expense belongs to. For example, clients.

Delete an Expense

Deletes an expense specified by ID.

Connection Establish a connection to your Ronin account.
Expense ID Select the Expense ID you want to delete.

Invoices

Watch New Invoices

Triggers when a new invoice has been created.

Connection Establish a connection to your Ronin account.
Limit Set the maximum number of invoices Integromat should return during one scenario execution cycle.

Search Invoices

Searches invoices.

Connection Establish a connection to your Ronin account.
To Date Enter the date until which you want to search the invoices.
Expense Nested In Select the option in which you want to search the invoices.
Client ID Select the Client ID whose invoices you want to search.
Project ID Select the Project ID whose invoices you want to search.
Limit Set the maximum number of invoices Integromat should return during one scenario execution cycle.

Create an Invoice

Creates an invoice.

Connection Establish a connection to your Ronin account.
Date Enter the date when the invoice is being created. See the list of supported date and time formats.
Due Date Enter the date when the invoice is due for the payment. See the list of supported date and time formats.
Currency Code Select the three-character currency code applicable to the invoice.
Title Enter the invoice name.
Note Enter the information about the invoice.
Client ID Select the Client ID to whom the invoice belongs to.
Number Enter the invoice number.
Total Cost Enter the total amount of the invoice.
Balance Enter the balance amount payable for the invoice.
Subtotal Enter the subtotal amount of the invoice.
Tax Enter the tax amount applicable to the invoice. 
Tax Label Enter the tax name. For example, sales tax.
Tax 2 Enter the tax amount applicable to the invoice. 
Tax Label Enter the tax name. For example, VAT.
Tax 3 Enter the tax amount applicable to the invoice. 
Tax Label Enter the tax name. For example, servie tax.
Compound Tax Select whether the compound tax is applicable to the invoice.
Summary Enter the summary details of the invoice.
Invoice Items

Add the invoice items:

Title Enter the item name.
Quantity Enter the number of items.
Price Enter the total item's price.

Get an Invoice

Retrieves invoice details specified by ID.

Connection Establish a connection to your Ronin account.
Invoice ID Select the Invoice ID whose details you want to retrieve.

Update an Invoice

Updates an invoice specified by ID.

Connection Establish a connection to your Ronin account.
Invoice ID Select the Invoice ID whose details you want to update.
Date Enter the date when the invoice is being created. See the list of supported date and time formats.
Due Date Enter the date when the invoice is due for the payment. See the list of supported date and time formats.
Currency Code Select the three-character currency code applicable to the invoice.
Title Enter the invoice name.
Note Enter the information about the invoice.
Client ID Select the Client ID to whom the invoice belongs to.
Number Enter the invoice number.
Total Cost Enter the total amount of the invoice.
Balance Enter the balance amount payable for the invoice.
Subtotal Enter the subtotal amount of the invoice.
Tax Enter the tax amount applicable to the invoice. 
Tax Label Enter the tax name. For example, sales tax.
Tax 2 Enter the tax amount applicable to the invoice. 
Tax Label Enter the tax name. For example, VAT.
Tax 3 Enter the tax amount applicable to the invoice. 
Tax Label Enter the tax name. For example, serive tax.
Compound Tax Select whether the compound tax is applicable to the invoice.
Summary Enter the summary details of the invoice.
Invoice Items

Add the invoice items:

Title Enter the item name.
Quantity Enter the number of items.
Price Enter the total item's price.

Delete an Invoice

Deletes an invoice specified by ID.

Connection Establish a connection to your Ronin account.
Invoice ID Select the Invoice ID whose details you want to retrieve.

Tasks

Watch New Tasks

Triggers when a new task has been created.

Connection Establish a connection to your Ronin account.
Limit Set the maximum number of tasks Integromat should return during one scenario execution cycle.

List Tasks

Retrieves a list of tasks.

Connection Establish a connection to your Ronin account.
Project ID Select the Project ID whose tasks you want to list.
Limit Set the maximum number of tasks Integromat should return during one scenario execution cycle.

Create a Task

Creates a new task.

Connection Establish a connection to your Ronin account.
Title Enter the task name.
Description Enter the task details.
Assignee ID Select the Assignee ID to whom you want to assign the task.
Refers To Select the option to which this task belongs to:
  • Client
  • Project
Due Date Enter the date by when this task must be completed. See the list of supported date and time formats.
Complete Select whether the task is completed.
Complete At Enter the date when the task is completed. See the list of supported date and time formats.

Get a Task

Retrieves a task specified by ID.

Connection Establish a connection to your Ronin account.
Task ID Select the Task ID whose details you want to retrieve.

Update a Task

Updates a task specified by ID.

Connection Establish a connection to your Ronin account.
Task ID Select the Task ID whose details you want to update.
Title Enter the task name.
Description Enter the task details.
Assignee ID Select the Assignee ID to whom you want to assign the task.
Refers To Select the option to which this task belongs to:
  • Client
  • Project
Due Date Enter the date by when this task must be completed. See the list of supported date and time formats.
Complete Select whether the task is completed.
Complete At Enter the date when the task is completed. See the list of supported date and time formats.

Delete a Task

Deletes a task specified by ID.

Connection Establish a connection to your Ronin account.
Task ID Select the Task ID you want to delete.

Other

Make an API Call

Performs an arbitrary API call.

Connection Establish a connection to your Ronin account.
URL

Enter a path relative to https://{{connection.domain}}.roninapp.com/. For example, /clients

For the list of available endpoints, refer to the Ronin API Documentation.
Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

Headers Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String Enter the request query string.
Body Enter the body content for your API call.

Example of Use - Get Projects

The following API call returns all the projects from your Ronin account:

URL:
/projects

Method:
GET

ronin3.png

Matches of the search can be found in the module's Output under Bundle > Body > projects. 
In our example, 2 projects were returned:

ronin2.png

Watch New Payments

Triggers when a new payment has been created.

Connection Establish a connection to your Ronin account.
Limit Set the maximum number of payments Integromat should return during one scenario execution cycle.

Watch New Projects

Triggers when a new project has been created.

Connection Establish a connection to your Ronin account.
Limit Set the maximum number of new projects Integromat should return during one scenario execution cycle.

Watch New Staff

Triggers when a new staff member has been added.

Connection Establish a connection to your Ronin account.
Limit Set the maximum number of new staff members Integromat should return during one scenario execution cycle.

List Projects

Retrieves a list of projects.

Connection Establish a connection to your Ronin account.
Client ID Select the Client ID whose projects you want to list.
Limit Set the maximum number of projects Integromat should return during one scenario execution cycle.

 

Was this article helpful?
0 out of 0 found this helpful
Menu
  • Features
  • Apps & Services
  • Templates
  • Pricing
  • What's new
  • Use cases
Information
  • Terms,  Privacy
  • FAQ
  • Help & Tutorials
  • Community
  • Affiliate Program
  • Blog
Developers
  • Developer Platform
Company
  • About the company
  • Join our team
  • Contact
Follow us
© 2020 Integromat by Celonis. All rights reserved. Integromat® is a registered trademark.
  • English