Do everything in one place
Customize your Clarizen One and Zuora for Salesforce 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
Zuora for Salesforce
- Object createdObject created in Zuora for Salesforce
- Daily object reviewDaily Object review in Zuora for Salesforce
- Object created/updatedObject created/updated in Zuora for Salesforce
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
Zuora for Salesforce
- Custom actionCustom action in Zuora for Salesforce (Custom)
- Create objectCreate object in Zuora for Salesforce
- Get related objects BatchGet related object list in Zuora for Salesforce
- Search objects BatchSearch for objects in Zuora for Salesforce
- Update objectUpdate object in Zuora for Salesforce
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work