Do everything in one place
Customize your Deal Cloud and Percolate Sdk integration with the following
triggers and actions.
Triggers
When this happens…
Deal Cloud
- New/updated record (Batch)New or updated record in DealCloud (Batch)
Any other trigger you can think up
Percolate Sdk
- Deleted object Real-timeDeleted object in Percolate
- New object Real-timeNew object in Percolate
- New or Updated object Real-timeNew or updated object in Percolate
Any other trigger you can think up
Actions
Do this…
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
Percolate Sdk
- Check content workflow stepCheck content workflow step in Percolate
- Copy assetCopy an asset in Percolate
- Create objectCreate a object in Percolate
- Custom actionCustom action in Percolate
- Get object details by IDGet object details by ID in Percolate
- Search objectsSearch for objects in Percolate
- Update objectUpdate a object in Percolate
- Update objects' production workflow stepUpdate an object's production workflow step in Percolate
- Upload assetUpload an asset in Percolate
Any other action you can think up
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