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Customize your Clari and Clarizen One integration with the following triggers and actions.

Triggers

When this happens…

Clarizen One
  • New record
    New record in Clarizen
  • New/updated record
    New/updated record in Clarizen
  • Any other trigger you can think up

Actions

Do this…

Clari
  • Stop or cancel an in-progress job
    Stop or cancel an in-progress job in Clari
  • Create a new Forecast Export
    Create a new Forecast Export in Clari
  • Custom action
    Custom action in Clari
  • View all jobs initiated by the connection user
    View all jobs initiated by the connection user in Clari
  • View the status of a given export using its Job ID
    View the status of a given export using its Job ID in Clari
  • Retrieve and save Forecast Export content
    Retrieve and save Forecast Export content in Clari
  • View limit information for your organization
    View limit information for your organization in Clari
  • Any other action you can think up

Clarizen One
  • Create record
    Create record in Clarizen
  • Custom action
    Custom action in Clarizen
  • Get record details
    Get details of specific record by Entity ID in Clarizen
  • Search records
    Search records in Clarizen
  • Update record
    Update record by Entity ID in Clarizen
  • Any other action you can think up

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