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Customize your Adaptive Insights and Workfront integration with the following triggers and actions.

Triggers

When this happens…

Workfront
  • New event Real-time
    New object event in Workfront
  • New record
    New object created in Workfront
  • New/updated record
    New object created or updated in Workfront
  • Any other trigger you can think up

Actions

Do this…

Adaptive Insights
  • Custom report
    Custom report values in Adaptive Insights
  • Erase actuals
    Erase actuals 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

Workfront
  • Custom action
    Custom action in Workfront (Custom)
  • Create record
    Create object in Workfront
  • Download document
    Download document in Workfront
  • Search records Batch
    Search records in Workfront
  • Update record
    Update object in Workfront
  • Upload document
    Upload document in Workfront
  • Any other action you can think up

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