Do everything in one place
Customize your Iress XPLAN and OpenAPI integration with the following
triggers and actions.
Triggers
When this happens…
OpenAPI
- New/updated recordNew/updated record via OpenAPI
- New/updated record (Batch)New/updated record via OpenAPI (Batch)
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
OpenAPI
- Create recordCreate record via OpenAPI
- Custom actionCustom action via OpenAPI
- Delete recordDelete record via OpenAPI
- Execute operationExecute operation via OpenAPI
- Get record details by IDGet record details by ID via OpenAPI
- Search recordsSearch records via OpenAPI
- Update recordUpdate record via OpenAPI
Any other action you can think up
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