Rating
4.9
Pre-built
150+
integrations
Total
100+
active users
avg
2 min
to connect
Custom Connections
Available
via HTTP connector
Build Powerful Workflows, fast
Triggers
When this happens…
Conga
- New/updated recordNew/updated record in Conga
Any other trigger you can think up
Deal Cloud
- New/updated record BatchNew or updated record in DealCloud (Batch)
Any other trigger you can think up
Actions
Do this…
Conga
- Custom actionCustom action in Conga (Custom)
- Create records BatchCreate records records in batch in Conga
- Delete records BatchDelete records records in batch in Conga
- Download document based on document IDDownload document based on fully signed ID in Conga
- Create recordCreate new record in Conga
- Get record by IDGet record by ID from Conga
- Query recordsQuery records from Conga
- Search recordsSearch records from Conga
- Update recordUpdate existing record in Conga
- Generate a document recordGenerates a new contract document record in Conga
- Send emailSend email in Conga
- Update records BatchUpdate records records in batch in Conga
Any other action you can think up
Deal Cloud
- Search records (Advanced)Search records (Advanced) in DealCloud
- Create recordCreate record in DealCloud
- Create record (Bulk)Create record in DealCloud (Bulk)
- Custom actionCustom action in DealCloud
- Delete recordDelete record in DealCloud
- Get record details by IDGet record details by ID in DealCloud
- Search recordsSearch records in DealCloud
- Update recordUpdate record in DealCloud
- Update record (Bulk)Update record in DealCloud (Bulk)
Any other action you can think up
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