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Customize your Microsoft Dynamics Great Plains and Salesforce CPQ integration with the following triggers and actions.

Triggers

When this happens…

Salesforce CPQ
  • Object created
    Object created in Salesforce CPQ
  • Daily object review
    Daily Object review in Salesforce CPQ
  • Object created/updated
    Object created/updated in Salesforce CPQ
  • Any other trigger you can think up

Actions

Do this…

Microsoft Dynamics Great Plains
  • Apply document to invoice
    Apply document to invoice in Microsoft Dynamics GP
  • Create record
    Create record in Microsoft Dynamics GP
  • Create records in batches
    Create records in batches in Microsoft Dynamics GP
  • Custom action
    Custom action in Microsoft Dynamics GP
  • Get next document number
    Get next document number in Microsoft Dynamics GP
  • Search records using query
    Search records using query in Microsoft Dynamics GP
  • Update record
    Update record in Microsoft Dynamics GP
  • Any other action you can think up

Salesforce CPQ
  • Custom action
    Custom action in Salesforce CPQ (Custom)
  • Create object
    Create object in Salesforce CPQ
  • Get related objects Batch
    Get related object list in Salesforce CPQ
  • Search objects Batch
    Search for objects in Salesforce CPQ
  • Update object
    Update object in Salesforce CPQ
  • Any other action you can think up

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