Do everything in one place
Customize your Iress XPLAN and Tango Card integration with the following
triggers and actions.
Triggers
When this happens…
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
Tango Card
- Custom actionCustom action in Tango Card (Custom)
- Create orderCreate an order in Tango Card
- Get account details by IDGet account by ID in Tango Card
- Resend orderResend an order in Tango Card
- Search orders BatchSearch orders in Tango Card
Any other action you can think up
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