Do everything in one place
Customize your Circa and eTapestry integration with the following
triggers and actions.
Triggers
When this happens…
Circa
- New recordNew record in Circa
- New/updated recordNew/updated record in Circa
Any other trigger you can think up
eTapestry
- Account createdAccount created in eTapestry
- Account updatedAccount updated in eTapestry
Any other trigger you can think up
Actions
Do this…
Circa
- Create recordCreate record in Circa
- Delete recordDelete record in Circa
- Get record by IDGet record by ID in Circa
- Search recordsSearch records in Circa
- Update recordUpdate record in Circa
Any other action you can think up
eTapestry
- Add accountAdd new account in eTapestry
- Add contactAdd new contact in eTapestry
- Add giftAdd new gift in eTapestry
- Search accounts BatchSearch accounts in eTapestry
- Update accountUpdate account in eTapestry
Any other action you can think up
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