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Customize your Concur and SuccessFactors 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
SuccessFactors
- New or updated objectNew or updated records in SuccessFactors
- New or updated objects in batch BatchNew/Updated records in batch in SuccessFactors
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
SuccessFactors
- Custom actionCustom action in SuccessFactors (Custom)
- Search records using OData query BatchSearch records using OData query in SuccessFactors
- Create recordCreates a record in SuccessFactors
- Get record detailsGet record details in SuccessFactors
- Merge recordMerge record in SuccessFactors
- Search records BatchSearch for records in SuccessFactors
- Update recordUpdate record in SuccessFactors
- Upsert records BatchUpsert records in SuccessFactors
- Upsert recordUpsert record in SuccessFactors
Any other action you can think up
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