Do everything in one place
Customize your Iress XPLAN and Citrix Podio integration with the following
triggers and actions.
Triggers
When this happens…
Citrix Podio
- New itemNew item in Citrix Podio
- New/updated itemNew/updated item in Citrix Podio
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
Citrix Podio
- Custom actionCustom action in Citrix Podio (Custom)
- Add itemAdd item in Citrix Podio
- Get item by idGet item by id in Citrix Podio
- Update itemUpdate item in Citrix Podio
Any other action you can think up
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