Do everything in one place
Customize your Cvent and Veeva CRM integration with the following
triggers and actions.
Triggers
When this happens…
Cvent
- New/updated recordNew or updated record in Cvent
- New recordNew record in Cvent
Any other trigger you can think up
Veeva CRM
- Object createdObject created in Veeva CRM
- Daily object reviewDaily Object review in Veeva CRM
- Object created/updatedObject created/updated in Veeva CRM
Any other trigger you can think up
Actions
Do this…
Cvent
- Custom actionCustom action in Cvent (Custom)
- Search records with complex filterSearch records in Cvent
- Custom actionCustom action in Cvent
- Get record detailsGet record in Cvent
- Search recordsSearch records in Cvent
Any other action you can think up
Veeva CRM
- Custom actionCustom action in Veeva CRM (Custom)
- Create objectCreate object in Veeva CRM
- Get related objects BatchGet related object list in Veeva CRM
- Search objects BatchSearch for objects in Veeva CRM
- Update objectUpdate object in Veeva CRM
Any other action you can think up
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