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Customize your Adaptive Insights and eTapestry integration with the following triggers and actions.

Triggers

When this happens…

eTapestry
  • Account created
    Account created in eTapestry
  • Account updated
    Account updated in eTapestry
  • Any other trigger you can think up

Actions

Do this…

Adaptive Insights
  • Custom report
    Custom report values in Adaptive Insights
  • Erase actuals
    Erase actuals in Adaptive Insights
  • Export configurable model data
    Export configurable model data in Adaptive Insights
  • Export data
    Export data in Adaptive Insights
  • Export modeled sheet
    Export modeled sheet in Adaptive Insights
  • Export object
    Export object in Adaptive Insights
  • Import object
    Import object in Adaptive Insights
  • Recalculate sheet
    Recalculate sheet in Adaptive Insights
  • Upsert object
    Upsert object in Adaptive Insights
  • Any other action you can think up

  • Show all 9
eTapestry
  • Add account
    Add new account in eTapestry
  • Add contact
    Add new contact in eTapestry
  • Add gift
    Add new gift in eTapestry
  • Search accounts
    Search accounts in eTapestry
  • Update account
    Update account in eTapestry
  • Any other action you can think up

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