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
Onboard
- New Discussion MessageTriggers when a new message is posted in the discussion of a Task.
- Map UpdatedMap Updated
- New or Updated Map TaskTriggers when a Map Task is created or updated.
- New MapTriggers when a new Map is created.
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
Onboard
- Create CustomerCreates a customer.
- Create MapCreates a Map.
- Delete CustomerDelete Customer
- Delete MapDelete Map
- Delete Map TaskDelete Map Task
- List CustomersList of client customers.
- Post Discussion MessagePosts a discussion a message in the given task.
- Find Map TaskFind Map Tasks by Name.
- Update MapUpdate Map
- Update Map TaskUpdate Map Task
Any other action you can think up
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