Clari and Evisort integration | Workato

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Evisort

Any other trigger you can think up

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

Evisort

Custom action
Custom action in Evisort (Custom)
Advanced search documents
Retrieves a list of documents, as specified by the search query
Create record
Create record in Evisort
Delete record
Delete a specific record in Evisort
Download document
Download a specific document via its Evisort ID in Evisort
Get record by ID
Retrieves a specific record in Evisort via its ID
Import process errors results spreadsheets
Import process errors results spreadsheets for user in Evisort.
Import summary errors results spreadsheets
Import summary errors results spreadsheets for user in Evisort.
Move ticket to completed stage
Move a specific ticket to completed stage via its ID in Evisort.
Move ticket to next stage
Move a specific ticket to next stage via its ID in Evisort.
Search records
Retrieves a list of record in Evisort
Update record
Update record in Evisort
Upload document
Upload a specific document in Evisort.
Get user export
Retrieve user exports in Evisort

Any other action you can think up