Connect MiniCRM to Carbone.io

Both apps 34MiniCRM 24Carbone.io 10

• Trigger
  New Card

  Triggers when a new card is created in the selected module.

• Trigger
  New Contact

  Triggers when a new company or person contact is created in MiniCRM.

• Trigger
  Updated Card

  Triggers when a card in the selected module is created or updated, including status changes.

• Trigger
  Updated Contact

  Triggers when a company or person contact is created or updated in MiniCRM.

• Action
  Create Address

  Adds a postal address to a contact or company and returns its ID.

• Action
  Create Card

  Creates a new card in a module for a contact and returns its ID.

• Action
  Create Contact

  Creates a company or person contact in MiniCRM and returns its ID.

• Action
  Create To-Do

  Creates a to-do on a card and returns its ID.

• Action
  Find Cards

  Searches cards in a module, optionally by main contact or status, and returns the matches.

• Action
  Find Contacts

  Searches companies and contacts by name, email, phone or free text and returns the matches.

• Action
  Get Address

  Returns a postal address by its ID.

• Action
  Get Card

  Returns a card (project) with its module, contact, status and owner.

• Action
  Get Contact

  Returns a company or person contact by its MiniCRM ID.

• Action
  Get Template

  Returns a template with its name, subject and content.

• Action
  Get To-Do

  Returns a to-do with its card, assignee, status and deadline.

• Action
  List Addresses

  Lists the postal addresses of a contact or company.

• Action
  List Modules

  Lists the modules (card categories) in your MiniCRM system with their IDs.

• Action
  List Templates

  Lists the email and document templates of a module.

• Action
  List To-Dos

  Lists the to-dos on a card, optionally only open or closed ones.

• Action
  Update Address

  Updates a postal address. Only the fields you fill in are changed.

• Action
  Update Card Field

  Updates one data field on a card, such as its name, owner or a module-specific field.

• Action
  Update Card Status

  Moves a card to a new status.

• Action
  Update Contact

  Updates a company or person contact in MiniCRM. Only the fields you fill in are changed.

• Action
  Update To-Do

  Updates or closes a to-do. Only the fields you fill in are changed.

• Action
  Convert HTML to PDF

  Converts an HTML document to PDF using the Chromium rendering engine for high-fidelity output.

• Action
  Convert Office to PDF

  Converts an Office document (DOCX, XLSX, PPTX, ODT, ODS, ODP, ODG) to PDF.

• Action
  Delete a Template

  Deletes a template from your Carbone storage.

• Action
  Download a Document

  Downloads a generated document using a Render ID. Documents are single-use and available for 1 hour.

• Action
  Download a Template

  Downloads a template file from your Carbone storage.

• Action
  Generate a Document

  Generates a document by merging a Carbone template with your data. The data must be provided as a JSON object.

• Action
  Get Status

  Returns the current Carbone Cloud API status and version.

• Action
  List Templates

  Lists templates in the Carbone account with their metadata (id, versionId, name, comment, category, tags, deployedAt, expireAt), optionally filtered by template id, category or search text.

• Action
  Update a Template

  Updates the metadata of an existing template (name, comment, category, tags, deployed version, expiry).

• Action
  Upload a Template

  Uploads a new template file to Carbone storage.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.