On-prem files and Rev Ops integrations and automations

Do everything in one place

Customize your On-prem files and Rev Ops integration with the following triggers and actions.

Triggers

When this happens…

On-prem files
  • New CSV file in folder Batch
    New CSV file in on-prem folder
  • New lines in CSV file Batch
    New batch of lines in on-prem CSV file
  • New line in CSV file
    New line in on-prem CSV file
  • New file in folder
    New file in on-prem folder

    • Any other trigger you can think up

Rev Ops
  • Account Change Event Real-time
    Triggers when account created or updated in RevOps
  • Deal Change Event Real-time
    Triggers when deal created or updated in RevOps

    • Any other trigger you can think up

Actions

Do this…

On-prem files
  • Append line to CSV file
    Append a line to an on-prem CSV file
  • Create folder
    Create a new folder in a specified on-prem folder
  • Delete file
    Delete a file in an on-prem folder
  • Delete folder
    Deletes an on-prem folder
  • Download file
    Download an on-prem file
  • Generate on-prem file URL
    Generate an on-prem file URL to be used in other connectors.
  • List files in folder Batch
    List all files in an on-prem folder
  • Move file
    Move an on-prem file to a different folder
  • Rename file
    Rename an on-prem file
  • Upload file (Legacy)
    Upload a new file to an on-prem folder
  • Upload file
    Upload a new file to an on-prem folder

    • Any other action you can think up

Rev Ops
  • Calculate Usage and Cost
    Calculate usage and cost in RevOps
  • Create Account
    Creates and verifies payable accounts in RevOps
  • Create Invoice
    Create an invoice in RevOps
  • Create or Update UsageEvent
    Create or update usage event in RevOps
  • Create Plan
    Create plan in RevOps
  • Delete Account
    Delete account in RevOps
  • Void Invoice
    Void an invoice in RevOps
  • Get Account Instance
    Get a account in RevOps
  • Get Deal Instance
    Get a deal in RevOps
  • Get Invoice Instance
    Get a invoice in RevOps
  • Get List of Accounts
    Get a list of accounts in RevOps
  • Get List of Deals
    Get a list of deals in RevOps
  • Get List of Invoices
    Get a list of invoices in RevOps
  • Get List of Plans
    Get a list of plans in RevOps
  • Get List of Usage Events
    Get a list of usage events in RevOps
  • Get Plan Instance
    Get a plan in RevOps
  • Get Usage Event Instance
    Get a usage event in RevOps
  • Send Invoice Notification
    Send an invoice notification in RevOps
  • Invoice Payment
    Charge an invoice in RevOps
  • Update Account
    Update account in RevOps
  • Update Invoice
    Create an invoice in RevOps
  • Update Plan
    Update plan in RevOps

    • Any other action you can think up

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