Do everything in one place
Customize your Iress XPLAN and TaskRay integration with the following
triggers and actions.
Triggers
When this happens…
TaskRay
- Object createdObject created in TaskRay
- Daily object reviewDaily Object review in TaskRay
- Object created/updatedObject created/updated in TaskRay
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
TaskRay
- Custom actionCustom action in TaskRay (Custom)
- Create objectCreate object in TaskRay
- Get related objects BatchGet related object list in TaskRay
- Search objects BatchSearch for objects in TaskRay
- Update objectUpdate object in TaskRay
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work