Roeto Make integrationAutomate Roeto with Make.

You get a written trace on a Roeto task whenever something happens in another tool, and nobody has to type it. The module adds a new activity log entry to a task that already exists.

A client record in Roeto gains a new piece of notes, written after what is already there. Useful when information about a client shows up in another tool and belongs next to the file.

The description of a Roeto task grows with new context instead of being overwritten. This module adds your text at the end of an existing task's description.

Every client ends up with a named agent in Roeto, set by the scenario rather than by hand. The module links one agent to one client record.

An active client in Roeto gets tied to an employer, so the file shows where the person works without an agent opening it.

The client file in Roeto gets its Gorem Metapel filled in by the scenario, so nobody has to open the record to add it.

Deadlines in Roeto move with the rest of your process: this module sets a new due date on a task that already exists.

Before creating anything, you learn whether a client is already in Roeto. That answer lets you decide what the scenario does next and spares you duplicate files.

You find out, before sending anything, whether the Mislaka prerequisites are met in Roeto, as the module name says. The check runs inside the scenario, not in a separate screen.

New prospects land in Roeto as leads without anyone retyping them. The module creates one lead for each bundle it receives from the previous module.

A Mislaka request opens in Roeto straight from the scenario, instead of through the Roeto screens.

Each sale or financial operation gets its own record in Roeto, created by Make from data that lives in another tool.

Your scenario creates a Roeto-Pol signature request for a form, which removes the manual step between the decision and the signature.

A to-do appears in Roeto for the right person, created by the scenario from any event another app reports to Make.

A Trom Yeutz client record appears in Roeto from data collected elsewhere, with no manual entry by an agent.

You get an active client file in Roeto, ready for agents to work on, created straight from your scenario.

A Har-Bituach request starts in Roeto-Pol from the scenario, so the agent does not have to open it by hand.

You pull an active client's portfolio out of Roeto and reuse it in a report, an email or a spreadsheet.

An agent's dashboard data leaves Roeto and reaches the place your team actually reads, such as a shared sheet or a team chat.

Make receives the list of agents defined in Roeto, so later modules can pick one without you typing names.

You see which clients belong to one agent, directly in the scenario. That helps when an agent leaves or goes on leave.

The assets tied to one financial activity come back to Make, ready to be sent on or stored with the rest of the file.

The files of the most recent Mislaka request reach Make, where you can store them or pass them to another module.

Make reads the Mislaka accounts from Roeto and hands them to the next module, which can put them in a sheet, a summary or a message.

You receive the list of institutional bodies known to the Mislaka, a reference list the scenario can match against.

You see which Roeto-Pol accounts are available from inside the scenario, so the right one is chosen without guessing.

The assets linked to a Roeto task come back to Make, where you can archive them, forward them or check them.

One user's tasks in Roeto come out in one step, which is the base for a to-do digest or a workload review.

The portfolio of a Trom Yeutz client leaves Roeto and reaches the email or document where the agent needs it.

Make gets the list of Roeto users, so later modules pick a person from data instead of a typed name.

A whole CSV of leads goes into Roeto through one module, instead of one lead at a time.

A financial activity and a task that both exist in Roeto become linked, so the agent can go from one to the other.

You get the client types available in your Roeto account, so a scenario maps a type that Roeto accepts.

Every client linked to one employer comes back as its own bundle, which makes group mailings or employer reviews simple.

The clients who have a birthday come out of Roeto, ready for a greeting or a call from their agent.

The financial activities recorded in Roeto come back one bundle each, which feeds a sales sheet or a follow-up.

As its name says, this module lets the scenario send its own request to Roeto when none of the ready-made modules covers the need.

Tasks move from one person to another in Roeto without anyone editing them one by one.

You find Roeto campaigns from the scenario and pass them to the next module, for a report in a sheet for example.

You find the right client in Roeto from data another app provides, and every later module can act on that client.

You find the employer record in Roeto that the rest of your scenario should work with. Like every search module, it can return zero, one or several bundles, a bundle being one item handed to the next module.

You get the financial activities already stored in Roeto that match your search, one bundle each. Later modules then update a real record instead of a guess.

A name or an email from another tool becomes a Roeto lead you can act on: the leads that match come back to Make, one bundle per lead.

You get the Roeto tasks that fit your search, one bundle per task. Pick it when you look for tasks by what they contain rather than by who owns them.

A Roeto task switches between done and not done, so the task list matches what really happened elsewhere. Nobody has to close it by hand once the work is finished in another tool.

The reminder on a Roeto task goes on or off, so alerts stay only where someone still has to follow up. It pairs well with the modules that change a task's date or status.

An active client's personal details change in Roeto, the client type the Hebrew label (לקוח פעיל) names. New details from a form or another CRM reach the file without retyping.

A Roeto lead moves to a new status, so your pipeline shows where each prospect stands without anyone dragging cards. The status follows what happens in your other tools.

A Trom Yeutz client's details stay current in Roeto; the Hebrew label (לקוח טרום יעוץ) reads as a pre-advice client. The file stays right before the person ever becomes an active client.

A financial activity that already exists in Roeto gets its details rewritten, so the sale record follows what changed outside. Nothing new is created.

A financial activity in Roeto gets a new status, and nothing else changes. Your sales tracking moves forward when the matching event happens in another tool.

The Yipui-Koach step linked to the Mislaka gets updated from your scenario; the Hebrew label (בקשת ב1 דרך המסלקה) describes it as a request made through the Mislaka. That paperwork step stays inside your flow.

A document lands in the file of a Trom Yeutz client, so attachments stop living in inboxes. The file comes from an earlier module, such as a mail or storage app.

A document gets attached to an active client in Roeto, so every signed form or statement sits in the right file. Take the file from the module before it, then choose the client.