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Customize your Anvyl and Clari integration with the following
triggers and actions.
Triggers
When this happens…
Anvyl
- New or updated records Real-timeNew or updated records in Anvyl
Any other trigger you can think up
Actions
Do this…
Anvyl
- Bulk Import RecordsBulk Import Records in Anvyl
- Complete a TaskComplete a Task in Anvyl
- Confirm MilestoneConfirm Milestone in Anvyl
- Get (Split) Order CollectionsGet (Split) Order Collections in Anvyl
- Get Order MilestonesGet Order Milestones in Anvyl
- Get Order ScheduleGet Order Schedule in Anvyl
- Get Record By IDGet Record By ID in Anvyl
- Import Parts and SuppliersImport Parts and Suppliers in Anvyl
- Import RecordImport Record in Anvyl
- Issue Purchase OrderIssue Purchase Order in Anvyl
- Query RecordsQuery Records in Anvyl
- Reopen a TaskReopen a Task in Anvyl
- Update Order Milestone TimelineUpdate Order Milestone Timeline in Anvyl
- Update recordUpdate record in Anvyl
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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