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Customize your linked2pay and Salesforce CPQ integration with the following
triggers and actions.
Triggers
When this happens…
linked2pay
- New Payment Real-timeNew payment in Linked2Pay
Any other trigger you can think up
Salesforce CPQ
- Object createdObject created in Salesforce CPQ
- Daily object reviewDaily Object review in Salesforce CPQ
- Object created/updatedObject created/updated in Salesforce CPQ
Any other trigger you can think up
Actions
Do this…
linked2pay
- Custom actionCustom action in linked2pay (Custom)
- Create Data Manager RecordCreate Record in linked2pay Data Manager
Any other action you can think up
Salesforce CPQ
- Custom actionCustom action in Salesforce CPQ (Custom)
- Create objectCreate object in Salesforce CPQ
- Get related objects BatchGet related object list in Salesforce CPQ
- Search objects BatchSearch for objects in Salesforce CPQ
- Update objectUpdate object in Salesforce CPQ
Any other action you can think up
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