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Customize your Adaptive Insights and PageUp integration with the following
triggers and actions.
Triggers
When this happens…
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
PageUp
- Custom actionCustom action in PageUp (Custom)
- Create recordCreate record in PageUp
- Download documentDownload document from PageUp
- Get record details by IDGet details of specific record in PageUp
- Process offerProcess offer in PageUp
- Search recordsSearch for records in PageUp
- Set offer statusSet offer status in PageUp
- Submit applicationSubmit application in PageUp
- Reset offerReset offer in PageUp
- Update recordUpdate record in PageUp
- Upload documentUpload document to PageUp
- Upsert recordUpsert record in PageUp
Any other action you can think up
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