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Customize your Adaptive Insights and Creatio integration with the following
triggers and actions.
Triggers
When this happens…
Creatio
- New Event Real-timeNew event in Creatio
Any other trigger you can think up
Actions
Do this…
Adaptive Insights
- Custom actionCustom action in Adaptive Insights (Custom)
- Custom reportCustom report values in Adaptive Insights
- Erase actualsErase actuals in Adaptive Insights
- Erase dataErase data in Adaptive Insights
- Export configurable model dataExport configurable model data in Adaptive Insights
- Export dataExport data in Adaptive Insights
- Export modeled sheetExport modeled sheet in Adaptive Insights
- Export objectExport object in Adaptive Insights
- Import objectImport object in Adaptive Insights
- Recalculate sheetRecalculate sheet in Adaptive Insights
- Upsert objectUpsert object in Adaptive Insights
Any other action you can think up
Creatio
- Custom actionCustom action in Creatio (Custom)
- Create recordCreate record in Creatio
- Delete recordDelete record in Creatio
- Download fileDownload a file in Creatio
- Get record detailsGet details of specific record in Creatio
- List attachmentsList attachments in Creatio
- Search recordsSearch for records in Creatio
- Update recordUpdate record in Creatio
- Upload fileUpload a file via file streaming in Creatio
Any other action you can think up
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