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Customize your BlackLine and Veeva CRM integration with the following
triggers and actions.
Triggers
When this happens…
Veeva CRM
- Object createdObject created in Veeva CRM
- Daily object reviewDaily Object review in Veeva CRM
- Object created/updatedObject created/updated in Veeva CRM
Any other trigger you can think up
Actions
Do this…
BlackLine
- Import account assignmentsImport account assignments in BlackLine
- Import account balancesImport account balances in BlackLine
- Import account group mappingsImport account group mappings in BlackLine
- Import account group settingsImport account group settings in BlackLine
- Import account settingsImport account settings in BlackLine
- Import bank balancesImport bank balances in BlackLine
- Import budgetsImport budgets in BlackLine
- Import CIM mappingsImport CIM mappings in BlackLine
- Import currency ratesImport currency rates in BlackLine
- Import entitiesImport entities in BlackLine
- Import entity typesImport entity types in BlackLine
- Import item detailImport item detail in BlackLine
- Import multi-currency balancesImport multi-currency balances in BlackLine
- Import subledger balancesImport subledger balances in BlackLine
- Import task dependenciesImport task dependencies in BlackLine
- Import task descriptionImport task description in BlackLine
- Import tasksImport tasks in BlackLine
- Import tasks auto-certify completionImport tasks auto-certify completion in BlackLine
- Import team typesImport team types in BlackLine
- Import teamsImport teams in BlackLine
- Import user entitiesImport user entities in BlackLine
- Import user rolesImport user roles in BlackLine
- Import user team assignmentsImport user team assignments in BlackLine
- Import usersImport users in BlackLine
- Import variance group mappingImport variance group mapping in BlackLine
- Import variance group settingsImport variance group settings in BlackLine
- Import variance rulesImport variance rules in BlackLine
- Import variance settingsImport variance settings in BlackLine
Any other action you can think up
Veeva CRM
- Custom actionCustom action in Veeva CRM (Custom)
- Create objectCreate object in Veeva CRM
- Get related objects BatchGet related object list in Veeva CRM
- Search objects BatchSearch for objects in Veeva CRM
- Update objectUpdate object in Veeva CRM
Any other action you can think up
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