Do everything in one place
Customize your Deal Cloud and Priority Software integration with the following
triggers and actions.
Triggers
When this happens…
Deal Cloud
- New/updated record (Batch)New or updated record in DealCloud (Batch)
Any other trigger you can think up
Actions
Do this…
Deal Cloud
- Search records (Advanced)Search records (Advanced) in DealCloud
- Create recordCreate record in DealCloud
- Create record (Bulk)Create record in DealCloud (Bulk)
- Custom actionCustom action in DealCloud
- Delete recordDelete record in DealCloud
- Get record details by IDGet record details by ID in DealCloud
- Search recordsSearch records in DealCloud
- Update recordUpdate record in DealCloud
- Update record (Bulk)Update record in DealCloud (Bulk)
Any other action you can think up
Priority Software
- Search records using OData querySearch for records using OData query in Priority Software
- Batch create record BatchCreate records in batches in Priority Software
- Batch update record BatchUpdate records in batches in Priority Software
- Create recordCreate record in Priority Software
- Create relative entityCreate relative entity of entity in Priority Software
- Custom actionCustom action in Priority Software
- Delete recordDelete record in Priority Software
- Download fileDownload file from Priority Software
- Get relative entity detailsGet relative entity of object in Priority Software
- Get record details by IDGet details of specific record in Priority Software
- Search recordsSearch records in Priority Software
- Update recordUpdate record in Priority Software
- Update relative entityUpdate relative entity of entity in Priority Software
- Upload fileUpload file to Priority Software
Any other action you can think up
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