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Customize your BIM 360 and Veeva CRM integration with the following triggers and actions.

Triggers

When this happens…

BIM 360
  • New or updated document in a project folder
    New or updated document in a project folder in BIM 360
  • New or updated issue in a project
    New or updated issue in a project in BIM 360
  • New or updated object in a project
    New or updated object in a project in BIM 360
  • Any other trigger you can think up

Veeva CRM
  • Object created
    Object created in Veeva CRM
  • Daily object review
    Daily Object review in Veeva CRM
  • Object created/updated
    Object created/updated in Veeva CRM
  • Any other trigger you can think up

Actions

Do this…

BIM 360
  • Custom action
    Custom action in BIM 360 (Custom)
  • Create issue in a project
    Create issue in a project in BIM 360
  • Create object in a project
    Create object in a project in BIM 360
  • Download cost document in a project
    Download generated cost document in a project in BIM 360
  • Download document in a project
    Download document in a project in BIM 360
  • Download drawing export in a project
    Download drawing export in a project in BIM 360
  • Export drawing in a project
    Export drawing in a project in BIM 360
  • Get document in a project
    Get document in a project in BIM 360
  • Get drawing export status in a project
    Get drawing export status in a project in BIM 360
  • Get folder contents
    Get folder contents in BIM 360
  • Get folder info in a project
    Get folder info in a project in BIM 360
  • Get issue in a project
    Get issue in a project in BIM 360
  • Get object in a project
    Get object in a project in BIM 360
  • Get project details
    Get project details in BIM 360
  • Search issues in a project
    Search issues in a project in BIM 360
  • Search objects in a project
    Search objects in a project in BIM 360
  • Update issue in a project
    Update issue in a project in BIM 360
  • Update object in a project
    Update object in a project in BIM 360
  • Upload document to a project
    Upload document to a project in BIM 360
  • Any other action you can think up

  • Show all 19
Veeva CRM
  • Custom action
    Custom action in Veeva CRM (Custom)
  • Create object
    Create object in Veeva CRM
  • Get related objects
    Get related object list in Veeva CRM
  • Search objects
    Search for objects in Veeva CRM
  • Update object
    Update object in Veeva CRM
  • Any other action you can think up

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