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Customize your Concur and VendorPanel integration with the following
triggers and actions.
Triggers
When this happens…
Concur
- New expense report submissionNew expense report submission in Concur
- New expense reportNew expense report in Concur
- New or updated invoiceNew or updated invoice in Concur
- New or updated userNew or updated user in Concur
- New or updated expense reportNew or updated expense report in Concur
Any other trigger you can think up
Actions
Do this…
Concur
- Custom actionCustom action in Concur (Custom)
- Upload receipt imageUpload receipt image in Concur
- Create list itemCreate list item in Concur
- Create userCreate user in Concur
- Create users BatchCreate users in Concur
- Create vendors BatchCreate vendors in Concur
- Delete list itemDelete list item in Concur
- Get all attendee types BatchGet all attendee types in Concur
- Get all expense group configurations BatchGet all expense group configurations in Concur
- Get all expense types BatchGet all expense types in Concur
- Get all lists BatchGet all lists in Concur
- Get all payment types BatchGet all payment types in Concur
- Search users BatchSearch users in Concur
- Get entry image URLGet entry image URL in Concur
- Get expense report detailsGet expense report details by report ID in Concur
- Get all list item BatchRetrieve first level list item in Concur
- Get invoice detailsGet invoice by ID in Concur
- Get userGet user profile in Concur
- Get user provisioning status detailsGet user provisioning status details in Concur
- Submit expense report through a workflowSubmit expense report through a workflow in Concur
- Search expense reports BatchSearch expense reports in Concur
- Search vendors BatchSearch vendors in Concur
- Update userUpdate user in Concur
- Update users BatchUpdate users in Concur
- Update vendors BatchUpdate vendors in Concur
Any other action you can think up
VendorPanel
- Authenticate User's email.Authenticate user's email in VendorPanel.
- Get Opportunity Document by Opportunity ID and Document ID.Get opportunity document by opportunity ID and document ID in VendorPanel.
- Get Opportunity SubCategories by Opportunity ID and Supplier List Category ID.Get opportunity sub-categories by opportunity ID and supplier list category ID in VendorPanel.
- Get Opportunity Supplier by Opportunity ID and Supplier ID.Get opportunity supplier by opportunity ID and supplier ID in VendorPanel.
- Get Opportunity by ID.Get opportunity by ID in VendorPanel.
- Get Response Document by Opportunity ID, Response ID and Document ID.Get response document by opportunity ID, response ID and document ID in VendorPanel.
- Get Response by ID.Get response by ID in VendorPanel.
- List Opportunity Categories for Opportunity ID.List opportunity categories for opportunity ID in VendorPanel.
- List Opportunity Documents for Opportunity ID.List opportunity documents for opportunity ID in VendorPanel.
- List Opportunity Suppliers for Opportunity ID.List opportunity suppliers for opportunity ID from VendorPanel.
- List Response Documents for Opportunity ID and Response Id.List response documents for opportunity ID and response ID in VendorPanel.
Any other action you can think up
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