Do everything in one place
Customize your Adaptive Insights and Dun and Bradstreet integration with the following
triggers and actions.
Triggers
When this happens…
Actions
Do this…
Adaptive Insights
- Custom reportCustom report values in Adaptive Insights
- Erase actualsErase actuals in Adaptive Insights
- Export configurable model dataExport configurable model data in Adaptive Insights
- Export dataExport data in Adaptive Insights
- Export modeled sheetExport modeled sheet in Adaptive Insights
- Export objectExport object in Adaptive Insights
- Import objectImport object in Adaptive Insights
- Recalculate sheetRecalculate sheet in Adaptive Insights
- Upsert objectUpsert object in Adaptive Insights
Any other action you can think up
Dun and Bradstreet
- Custom actionCustom Action in D&B
- Get CategoryGet Category details in D&B
- Enrich CompaniesEnrich Company data by D-U-N-S Number in D&B
- Match and Enrich ContactsSearch Contacts in D&B
- Search CompaniesSearch Companies in D&B
- Match CompaniesMatch Companies in D&B
Any other action you can think up
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