eTapestry and WorkPro integrations and automations

Do everything in one place

Customize your eTapestry and WorkPro 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

WorkPro
  • New event Real-time
    New event in WorkPro

    • Any other trigger you can think up

Actions

Do this…

eTapestry
  • Add account
    Add new account in eTapestry
  • Add contact
    Add new contact in eTapestry
  • Add gift
    Add new gift in eTapestry
  • Search accounts Batch
    Search accounts in eTapestry
  • Update account
    Update account in eTapestry

    • Any other action you can think up

WorkPro
  • Custom action
    Custom action in WorkPro (Custom)
  • Get record by ID
    Get a record in WorkPro
  • List records
    Get a list of records in WorkPro
  • Send a package request
    Send a package request in WorkPro to a candidate.
  • Validate a package request
    Validate a package request in WorkPro

    • Any other action you can think up

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