Do everything in one place
Customize your Apttus and Salesforce integration with the following triggers and actions.
Triggers
When this happens…
Apttus
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Object createdObject created in Apttus
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Daily object reviewDaily Object review in Apttus
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Object created/updatedObject created/updated in Apttus
Any other trigger you can think up
Salesforce
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New recordNew record in Salesforce
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New record Real-timeNew record in Salesforce
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New Outbound message Real-timeNew Outbound message in Salesforce
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New platform event Real-timeNew event in Salesforce
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Scheduled record search using SOQL query WHERE clause BatchScheduled record search using SOQL query WHERE clause in Salesforce
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Scheduled records search using SOQL query BatchScheduled records search using SOQL query in Salesforce
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New records BatchNew records in Salesforce
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New/updated records BatchNew/updated records in Salesforce
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Threshold met for new records created BatchThreshold met for new records created in Salesforce
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Deleted recordRecord deleted in Salesforce
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New/updated recordNew/updated record in Salesforce
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New/updated record Real-timeNew/updated record in Salesforce
- Show all 12
Any other trigger you can think up
Actions
Do this…
Apttus
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Custom actionCustom action in Apttus (Custom)
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Create objectCreate object in Apttus
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Get related objectsGet related object list in Apttus
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Search objectsSearch for objects in Apttus
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Update objectUpdate object in Apttus
Any other trigger you can think up
Salesforce
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Custom actionCustom action in Salesforce (Custom)
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Approve record in approval processApprove a record in approval process in Salesforce
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Create records in batches BatchCreate records in batches in Salesforce
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Update records in batches BatchUpdate records in batches in Salesforce
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Create recordCreate record in Salesforce
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Publish platform eventPublish platform event in Salesforce
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Delete recordDelete record in Salesforce
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Download attachmentDownload attachment from Salesforce
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Download fileDownload file from Salesforce
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Get record details by IDGet details of specific record in Salesforce
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Get related list by parent record IDGet list of related records in Salesforce
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Get report by IDGet report details in Salesforce
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Get object schemaGet object schema in Salesforce
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Create records in bulk from CSV file BulkCreate records in bulk in Salesforce from CSV file
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Create records in bulk from CSV file (API 1.0) BulkCreate records in bulk in Salesforce from CSV file
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Reject record in approval processReject a record in approval process in Salesforce
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Retry bulk job for failed records from CSV file BulkRetry objects bulk job in Salesforce from CSV file
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Search recordsSearch for records in Salesforce
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Search records using SOQL query WHERE clauseSearch records using SOQL query WHERE clause in Salesforce
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Search records in bulk using SOQL query (API 1.0) BulkSearch records in bulk using SOQL query (API 1.0) in Salesforce
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Search records in bulk using SOQL query (API 2.0) BulkSearch records in bulk using SOQL query (API 2.0) in Salesforce
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Search records using SOQL querySearch for records using SOQL query in Salesforce
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Submit record for approvalSubmit a record for approval in Salesforce
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Update records in bulk from CSV file BulkUpdate records in bulk in Salesforce from CSV file
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Update records in bulk from CSV file (API 1.0) BulkUpdate records in bulk in Salesforce from CSV file
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Update recordUpdate record in Salesforce
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Upload fileUpload file to Salesforce
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Upsert records in bulk from CSV file BulkUpsert records in bulk in Salesforce from CSV file
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Upsert records in bulk from CSV file (API 1.0) BulkUpsert records in bulk in Salesforce from CSV file
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Upsert recordUpsert record in Salesforce
- Show all 30
Any other trigger you can think up