Salesforce CPQ and TrackVia integrations and automations

Seamlessly connect Salesforce CPQ and TrackVia. 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

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Build powerful workflows, fast

Triggers

When this happens…

Salesforce CPQ
  • Object created
    Object created in Salesforce CPQ
  • Daily object review
    Daily Object review in Salesforce CPQ
  • Object created/updated
    Object created/updated in Salesforce CPQ

    • Any other trigger you can think up

TrackVia
  • Deleted record Real-time
    Deleted record from view in TrackVia
  • New record Real-time
    New record added to view in TrackVia
  • Updated record Real-time
    Updated record in TrackVia view

    • Any other trigger you can think up

Actions

Do this…

Salesforce CPQ
  • Custom action
    Custom action in Salesforce CPQ (Custom)
  • Create object
    Create object in Salesforce CPQ
  • Get related objects Batch
    Get related object list in Salesforce CPQ
  • Search objects Batch
    Search for objects in Salesforce CPQ
  • Update object
    Update object in Salesforce CPQ

    • Any other action you can think up

TrackVia
  • Custom action
    Custom action in TrackVia (Custom)
  • Create record
    Create record in TrackVia
  • Create user
    Create user in TrackVia
  • Delete all records in view
    Delete all records from a view in TrackVia
  • Delete record
    Delete record in TrackVia
  • Get all view records Batch
    Get all records from a view in TrackVia
  • Get file from record
    Get file from a record in TrackVia
  • Get record
    Get record in TrackVia
  • Update record
    Update record in TrackVia
  • Upload file to a record
    Upload file to a record in TrackVia

    • Any other action you can think up

One platform

  • Power
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Let’s start automating

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