Do everything in one place
Customize your Deal Cloud and Sansan 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
Sansan
- New/Updated 名刺情報New/Updated 名刺情報 in Sansan
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
Sansan
- Custom actionCustom action in (Custom)
- 名刺情報を取得Get 名刺情報 in Sansan
- 名刺情報を検索Search for 名刺情報 in Sansan
Any other action you can think up
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