Perk and Salesforce CPQ integrations and automations

Seamlessly connect Perk and Salesforce CPQ. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Perk
  • New/updated booking
    New/updated booking in Perk
  • New/updated trip
    New/updated trip in Perk

    • Any other trigger you can think up

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…

Perk
  • Custom action
    Custom action in Perk (Custom)
  • Create user
    Create user in Perk
  • Delete user
    Delete user in Perk
  • Download invoice PDF
    Download PDF-Invoice from Perk
  • Get invoice by ID
    Get invoice from Perk
  • Search invoice lines
    Search invoice lines in Perk
  • Search invoices
    Search invoices in Perk
  • Search users Batch
    Search users in Perk
  • Update user
    Update user in Perk

    • 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

One platform

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  • Agility
  • Speed
  • Innovation

Let’s start automating

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