Do everything in one place
Customize your Clari and PeopleDoc integration with the following
triggers and actions.
Triggers
When this happens…
PeopleDoc
- New event Real-timeNew event in object in PeopleDoc
Any other trigger you can think up
Actions
Do this…
Clari
- Stop or cancel an in-progress jobStop or cancel an in-progress job in Clari
- Create a new Forecast ExportCreate a new Forecast Export in Clari
- Custom actionCustom action in Clari
- View all jobs initiated by the connection userView all jobs initiated by the connection user in Clari
- View the status of a given export using its Job IDView the status of a given export using its Job ID in Clari
- Retrieve and save Forecast Export contentRetrieve and save Forecast Export content in Clari
- View limit information for your organizationView limit information for your organization in Clari
Any other action you can think up
PeopleDoc
- Custom actionCustom action in (Custom)
- Create recordCreate record in PeopleDoc
- Get recordGet record in PeopleDoc
- Search recordsSearch records in PeopleDoc
- Update recordUpdate record in PeopleDoc
- Upload fileUpload a file in PeopleDoc
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