Do everything in one place
Customize your Clarizen Go and eTapestry integration with the following
triggers and actions.
Triggers
When this happens…
Clarizen Go
- New event Real-timeMonitor task event in Clarizen Go
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…
Clarizen Go
- Create taskCreate task in Clarizen Go
- Custom actionCustom action in ClarizenGo
- Search recordsSearch records in Clarizen Go
- Update taskUpdate task in Clarizen Go
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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