Do everything in one place
Customize your Agiloft and Clari integration with the following
triggers and actions.
Triggers
When this happens…
Agiloft
- New/updated table event (Webhook) Real-timeNew/updated record in Agiloft
- Delete table event (Webhook) Real-timeDeleted record in Agiloft
- New/updated recordsNew/updated record in Agiloft
Any other trigger you can think up
Actions
Do this…
Agiloft
- Create recordCreate record in Agiloft
- Custom actionCustom action in Agiloft
- Delete recordDelete record in Agiloft
- Get attachmentGet attachment from record in Agiloft
- Get metadataGet metadata in Agiloft connector
- Remove attachmentRemove attachment from record in Agiloft
- Search recordsSearch records in Agiloft
- Update recordUpdate record in Agiloft
- Upload attachmentUpload attachment into record in Agiloft
Any other action you can think up
Clari
- Stop or cancel an in-progress jobStop or cancel an in-progress job in Clari
- Create a new Forecast ExportCreate a new Forecast Export in Clari
- Custom actionCustom action in Clari
- View all jobs initiated by the connection userView all jobs initiated by the connection user in Clari
- View the status of a given export using its Job IDView the status of a given export using its Job ID in Clari
- Retrieve and save Forecast Export contentRetrieve and save Forecast Export content in Clari
- View limit information for your organizationView limit information for your organization in Clari
Any other action you can think up
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