Apttus and Salesforce integrations and automations

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Customize your Apttus and Salesforce integration with the following triggers and actions.

Triggers

When this happens…

Apttus
  • Object created
    Object created in Apttus
  • Daily object review
    Daily Object review in Apttus
  • Object created/updated
    Object created/updated in Apttus

    • Any other trigger you can think up

Salesforce
  • New record
    New record in Salesforce
  • New record Real-time
    New record in Salesforce
  • New Outbound message Real-time
    New Outbound message in Salesforce
  • New platform event Real-time
    New event in Salesforce
  • Scheduled record search using SOQL query WHERE clause Batch
    Scheduled record search using SOQL query WHERE clause in Salesforce
  • Scheduled records search using SOQL query Batch
    Scheduled records search using SOQL query in Salesforce
  • New records Batch
    New records in Salesforce
  • New/updated records Batch
    New/updated records in Salesforce
  • Threshold met for new records created Batch
    Threshold met for new records created in Salesforce
  • Deleted record
    Record deleted in Salesforce
  • New/updated record
    New/updated record in Salesforce
  • New/updated record Real-time
    New/updated record in Salesforce

    • Any other trigger you can think up

  • Show all 12

Actions

Do this…

Apttus
  • Custom action
    Custom action in Apttus (Custom)
  • Create object
    Create object in Apttus
  • Get related objects
    Get related object list in Apttus
  • Search objects
    Search for objects in Apttus
  • Update object
    Update object in Apttus

    • Any other trigger you can think up

Salesforce
  • Custom action
    Custom action in Salesforce (Custom)
  • Approve record in approval process
    Approve a record in approval process in Salesforce
  • Create records in batches Batch
    Create records in batches in Salesforce
  • Update records in batches Batch
    Update records in batches in Salesforce
  • Create record
    Create record in Salesforce
  • Publish platform event
    Publish platform event in Salesforce
  • Delete record
    Delete record in Salesforce
  • Download attachment
    Download attachment from Salesforce
  • Download file
    Download file from Salesforce
  • Get record details by ID
    Get details of specific record in Salesforce
  • Get related list by parent record ID
    Get list of related records in Salesforce
  • Get report by ID
    Get report details in Salesforce
  • Get object schema
    Get object schema in Salesforce
  • Create records in bulk from CSV file Bulk
    Create records in bulk in Salesforce from CSV file
  • Create records in bulk from CSV file (API 1.0) Bulk
    Create records in bulk in Salesforce from CSV file
  • Reject record in approval process
    Reject a record in approval process in Salesforce
  • Retry bulk job for failed records from CSV file Bulk
    Retry objects bulk job in Salesforce from CSV file
  • Search records
    Search for records in Salesforce
  • Search records using SOQL query WHERE clause
    Search records using SOQL query WHERE clause in Salesforce
  • Search records in bulk using SOQL query (API 1.0) Bulk
    Search records in bulk using SOQL query (API 1.0) in Salesforce
  • Search records in bulk using SOQL query (API 2.0) Bulk
    Search records in bulk using SOQL query (API 2.0) in Salesforce
  • Search records using SOQL query
    Search for records using SOQL query in Salesforce
  • Submit record for approval
    Submit a record for approval in Salesforce
  • Update records in bulk from CSV file Bulk
    Update records in bulk in Salesforce from CSV file
  • Update records in bulk from CSV file (API 1.0) Bulk
    Update records in bulk in Salesforce from CSV file
  • Update record
    Update record in Salesforce
  • Upload file
    Upload file to Salesforce
  • Upsert records in bulk from CSV file Bulk
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in bulk from CSV file (API 1.0) Bulk
    Upsert records in bulk in Salesforce from CSV file
  • Upsert record
    Upsert record in Salesforce

    • Any other trigger you can think up

  • Show all 30

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