Do everything in one place
Customize your Anvyl and Deal Cloud 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
Deal Cloud
- New/updated record (Batch)New or updated record in DealCloud (Batch)
Any other trigger you can think up
Actions
Do this…
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
Deal Cloud
- Search records (Advanced)Search records (Advanced) in DealCloud
- Create recordCreate record in DealCloud
- Create record (Bulk)Create record in DealCloud (Bulk)
- Custom actionCustom action in DealCloud
- Delete recordDelete record in DealCloud
- Get record details by IDGet record details by ID in DealCloud
- Search recordsSearch records in DealCloud
- Update recordUpdate record in DealCloud
- Update record (Bulk)Update record in DealCloud (Bulk)
Any other action you can think up
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