Do everything in one place
Customize your Iress XPLAN and Quip integration with the following
triggers and actions.
Triggers
When this happens…
Quip
- New/updated inbox itemNew/updated inbox item in Quip
Any other trigger you can think up
Actions
Do this…
Iress XPLAN
- Custom actionCustom action in XPLAN (Custom)
- Create recordCreate record in XPLAN
- Delete recordDelete record in XPLAN
- Get record details by IDGet record details by ID in XPLAN
- List recordsList records in XPLAN
- Search recordsSearch records in XPLAN
- Update recordUpdate record in XPLAN
Any other action you can think up
Quip
- Custom actionCustom action in Quip (Custom)
- Get messages by thread BatchGet messages by thread in Quip
- Get user by IDGet user by ID in Quip
- Send messagesSend message in Quip
Any other action you can think up
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