Do everything in one place
Customize your Deal Cloud and ServiceNow 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
ServiceNow
- New recordNew record in a table in ServiceNow
- New record Real-timeNew record in a table in ServiceNow
- New record BatchNew record in a table in ServiceNow
- New/updated record BatchNew/updated record in a table in ServiceNow
- Export new recordsExport new records in a table in ServiceNow
- Export new/updated recordsExport new/updated records in a table in ServiceNow
- Scheduled record search BatchScheduled record search using query in ServiceNow
- New/updated recordNew/updated record in a table in ServiceNow
- New/updated record Real-timeNew/updated record in a table in ServiceNow
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
ServiceNow
- Custom actionCustom action in ServiceNow (Custom)
- Create recordCreate record in a table in ServiceNow
- Create record using a templateCreate record in a table using a template in ServiceNow
- Get attachment contentsGet attachment contents in ServiceNow
- Get object schemaGet object schema from ServiceNow
- Search records BatchSearch for records in a table in ServiceNow
- Search records using query BatchSearch for records using query in a table in ServiceNow
- Update recordUpdate record in a table in ServiceNow
- Update record using a templateUpdate record in a table using a template in ServiceNow
- Upload attachmentUpload attachment in ServiceNow
Any other action you can think up
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