Do everything in one place
Customize your Adaptive Insights and Anvyl integration with the following
triggers and actions.
Triggers
When this happens…
Anvyl
- New or updated records Real-timeNew or updated records in Anvyl
Any other trigger you can think up
Actions
Do this…
Adaptive Insights
- Custom reportCustom report values in Adaptive Insights
- Erase actualsErase actuals 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
Anvyl
- Bulk Import RecordsBulk Import Records in Anvyl
- Complete a TaskComplete a Task in Anvyl
- Confirm MilestoneConfirm Milestone in Anvyl
- Get (Split) Order CollectionsGet (Split) Order Collections in Anvyl
- Get Order MilestonesGet Order Milestones in Anvyl
- Get Order ScheduleGet Order Schedule in Anvyl
- Get Record By IDGet Record By ID in Anvyl
- Import Parts and SuppliersImport Parts and Suppliers in Anvyl
- Import RecordImport Record in Anvyl
- Issue Purchase OrderIssue Purchase Order in Anvyl
- Query RecordsQuery Records in Anvyl
- Reopen a TaskReopen a Task in Anvyl
- Update Order Milestone TimelineUpdate Order Milestone Timeline in Anvyl
- Update recordUpdate record in Anvyl
Any other action you can think up
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