Do everything in one place
Customize your Cobblestone Contract Management Software and eTapestry integration with the following
triggers and actions.
Triggers
When this happens…
Cobblestone Contract Management Software
- New & Updated recordsNew/updated records in Contract Insight.
- New recordsNew records created in Contract Insight.
- Updated recordsRecords updated in Contract Insight.
Any other trigger you can think up
eTapestry
- Account createdAccount created in eTapestry
- Account updatedAccount updated in eTapestry
Any other trigger you can think up
Actions
Do this…
Cobblestone Contract Management Software
- Download binary file by criteriaDownload a binary file for a given entity.
- Get list of records by criteriaPull list of records for a given entity.
- Insert single recordCreate a new a record for a specified entity/area.
- Update records by criteriaUpdate record(s) for a specified entity/area.
- Upload mime contentCreate a new binary record for a specified entity/area.
Any other action you can think up
eTapestry
- Add accountAdd new account in eTapestry
- Add contactAdd new contact in eTapestry
- Add giftAdd new gift in eTapestry
- Search accounts BatchSearch accounts in eTapestry
- Update accountUpdate account in eTapestry
Any other action you can think up
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