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Customize your Clarizen One and Sage Live integration with the following
triggers and actions.
Triggers
When this happens…
Clarizen One
- New recordNew record in Clarizen
- New/updated recordNew/updated record in Clarizen
Any other trigger you can think up
Sage Live
- Object createdObject created in Sage Live
- Daily object reviewDaily Object review in Sage Live
- Object created/updatedObject created/updated in Sage Live
Any other trigger you can think up
Actions
Do this…
Clarizen One
- Create recordCreate record in Clarizen
- Custom actionCustom action in Clarizen
- Get record detailsGet details of specific record by Entity ID in Clarizen
- Search recordsSearch records in Clarizen
- Update recordUpdate record by Entity ID in Clarizen
Any other action you can think up
Sage Live
- Custom actionCustom action in Sage Live (Custom)
- Create objectCreate object in Sage Live
- Get related objects BatchGet related object list in Sage Live
- Search objects BatchSearch for objects in Sage Live
- Update objectUpdate object in Sage Live
Any other action you can think up
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