Deal Cloud and Namely integrations and automations

Seamlessly connect Deal Cloud and Namely. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Deal Cloud
  • New/updated record Batch
    New or updated record in DealCloud (Batch)

    • Any other trigger you can think up

Namely
  • New event
    New event in Namely
  • New employee profile
    New employee profile in Namely
  • New/updated employee profile
    New or updated employee profile in Namely

    • Any other trigger you can think up

Actions

Do this…

Deal Cloud
  • Search records (Advanced)
    Search records (Advanced) in DealCloud
  • Create record
    Create record in DealCloud
  • Create record (Bulk)
    Create record in DealCloud (Bulk)
  • Custom action
    Custom action in DealCloud
  • Delete record
    Delete record in DealCloud
  • Get record details by ID
    Get record details by ID in DealCloud
  • Search records
    Search records in DealCloud
  • Update record
    Update record in DealCloud
  • Update record (Bulk)
    Update record in DealCloud (Bulk)

    • Any other action you can think up

Namely
  • Custom action
    Custom action in Namely (Custom)
  • Create status post
    Post new status on Namely
  • Get employee profile details by ID
    Get employee profile details in Namely
  • Post comment
    Post comment in Namely
  • Search people profiles Batch
    Search people profiles in Namely
  • Update people profile
    Update people profile in Namely

    • Any other action you can think up

One platform

  • Power
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  • Speed
  • Innovation