Do everything in one place

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

Triggers

When this happens…

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

PageUp
  • Custom action
    Custom action in PageUp (Custom)
  • Create record
    Create record in PageUp
  • Download document
    Download document from PageUp
  • Get record details by ID
    Get details of specific record in PageUp
  • Process offer
    Process offer in PageUp
  • Search records
    Search for records in PageUp
  • Set offer status
    Set offer status in PageUp
  • Submit application
    Submit application in PageUp
  • Reset offer
    Reset offer in PageUp
  • Update record
    Update record in PageUp
  • Upload document
    Upload document to PageUp
  • Upsert record
    Upsert record in PageUp
  • Any other action you can think up

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