Do everything in one place
Customize your Iress XPLAN and Kenandy integration with the following
triggers and actions.
Triggers
When this happens…
Kenandy
- Object createdObject created in Kenandy
- Daily object reviewDaily Object review in Kenandy
- Object created/updatedObject created/updated in Kenandy
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
Kenandy
- Custom actionCustom action in Kenandy (Custom)
- Create objectCreate object in Kenandy
- Get related objects BatchGet related object list in Kenandy
- Search objects BatchSearch for objects in Kenandy
- Update objectUpdate object in Kenandy
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