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Customize your Clari and TrackVia integration with the following
triggers and actions.
Triggers
When this happens…
TrackVia
- Deleted record Real-timeDeleted record from view in TrackVia
- New record Real-timeNew record added to view in TrackVia
- Updated record Real-timeUpdated record in TrackVia view
Any other trigger you can think up
Actions
Do this…
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
TrackVia
- Custom actionCustom action in TrackVia (Custom)
- Create recordCreate record in TrackVia
- Create userCreate user in TrackVia
- Delete all records in viewDelete all records from a view in TrackVia
- Delete recordDelete record in TrackVia
- Get all view records BatchGet all records from a view in TrackVia
- Get file from recordGet file from a record in TrackVia
- Get recordGet record in TrackVia
- Update recordUpdate record in TrackVia
- Upload file to a recordUpload file to a record in TrackVia
Any other action you can think up
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