Clari and Workfront integrations and automations

Do everything in one place

Customize your Clari and Workfront integration with the following triggers and actions.

Triggers

When this happens…

Workfront
  • New event Real-time
    New object event in Workfront
  • New record
    New object created in Workfront
  • New/updated record
    New object created or updated in Workfront

    • 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

Workfront
  • Custom action
    Custom action in Workfront (Custom)
  • Create record
    Create object in Workfront
  • Download document
    Download document in Workfront
  • Search records Batch
    Search records in Workfront
  • Update record
    Update object in Workfront
  • Upload document
    Upload document in Workfront

    • Any other action you can think up

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