Adaptive Insights and Deal Cloud integrations and automations

Seamlessly connect Adaptive Insights and Deal Cloud. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

Build powerful workflows, fast

Triggers

When this happens…

Deal Cloud

New/updated record Batch
New or updated record in DealCloud (Batch)

Any other trigger you can think up

Actions

Do this…

Adaptive Insights

Custom action
Custom action in Adaptive Insights (Custom)
Custom report
Custom report values in Adaptive Insights
Erase actuals
Erase actuals in Adaptive Insights
Erase data
Erase data in Adaptive Insights
Export configurable model data
Export configurable model data in Adaptive Insights
Export data
Export data in Adaptive Insights
Export modeled sheet
Export modeled sheet in Adaptive Insights
Export object
Export object in Adaptive Insights
Import object
Import object in Adaptive Insights
Recalculate sheet
Recalculate sheet in Adaptive Insights
Upsert object
Upsert object in Adaptive Insights

Any other action you can think up

Deal Cloud

Search records (Advanced)
Search records (Advanced) in DealCloud
Create record
Create record in DealCloud
Create record (Bulk)
Create record in DealCloud (Bulk)
Custom action
Custom action in DealCloud
Delete record
Delete record in DealCloud
Get record details by ID
Get record details by ID in DealCloud
Search records
Search records in DealCloud
Update record
Update record in DealCloud
Update record (Bulk)
Update record in DealCloud (Bulk)

Any other action you can think up

One platform

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