Do everything in one place
Customize your eTapestry and Workbot for Workplace integration with the following
triggers and actions.
Triggers
When this happens…
eTapestry
- Account createdAccount created in eTapestry
- Account updatedAccount updated in eTapestry
Any other trigger you can think up
Workbot for Workplace
- New command Real-timeNew command to Workbot for Workplace
Any other trigger you can think up
Actions
Do this…
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
Workbot for Workplace
- Custom actionCustom action in Workbot for Workplace (Custom)
- Post attachmentPost attachment as Workbot
- Post messagePost message as Workplace Workbot
- Post replyPost reply as Workplace Workbot
- Post simple messagePost simple message as Workplace Workbot
- Post simple replyPost simple reply as Workplace Workbot
Any other action you can think up
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