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Customize your Iress XPLAN and Sansan integration with the following
triggers and actions.
Triggers
When this happens…
Sansan
- New/Updated 名刺情報New/Updated 名刺情報 in Sansan
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
Sansan
- Custom actionCustom action in (Custom)
- 名刺情報を取得Get 名刺情報 in Sansan
- 名刺情報を検索Search for 名刺情報 in Sansan
Any other action you can think up
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