Do everything in one place
Customize your Clari and iLevel integration with the following
triggers and actions.
Triggers
When this happens…
Actions
Do this…
Clari
- Stop or cancel an in-progress jobStop or cancel an in-progress job in Clari
- Create a new Forecast ExportCreate a new Forecast Export in Clari
- Custom actionCustom action in Clari
- View all jobs initiated by the connection userView all jobs initiated by the connection user in Clari
- View the status of a given export using its Job IDView the status of a given export using its Job ID in Clari
- Retrieve and save Forecast Export contentRetrieve and save Forecast Export content in Clari
- View limit information for your organizationView limit information for your organization in Clari
Any other action you can think up
iLevel
- Check batch errorsCheck Batch errors in iLevel
- Check batch statusCheck Batch status in iLevel
- Create recordCreate record in iLevel
- Custom actionCustom action in iLevel
- Delete recordDelete record in iLevel
- Get record detailsGet details of specific record in iLevel
- List batch resultsList Batch results in iLevel
- List external ID typesList External ID types in iLevel
- Search recordsSearch for records in iLevel
- Update recordUpdate record in iLevel
Any other action you can think up
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