Do everything in one place
Customize your Concur and Reltio integration with the following
triggers and actions.
Triggers
When this happens…
Concur
- New expense report submissionNew expense report submission in Concur
- New expense reportNew expense report in Concur
- New or updated invoiceNew or updated invoice in Concur
- New or updated userNew or updated user in Concur
- New or updated expense reportNew or updated expense report in Concur
Any other trigger you can think up
Actions
Do this…
Concur
- Custom actionCustom action in Concur (Custom)
- Upload receipt imageUpload receipt image in Concur
- Create list itemCreate list item in Concur
- Create userCreate user in Concur
- Create users BatchCreate users in Concur
- Create vendors BatchCreate vendors in Concur
- Delete list itemDelete list item in Concur
- Get all attendee types BatchGet all attendee types in Concur
- Get all expense group configurations BatchGet all expense group configurations in Concur
- Get all expense types BatchGet all expense types in Concur
- Get all lists BatchGet all lists in Concur
- Get all payment types BatchGet all payment types in Concur
- Search users BatchSearch users in Concur
- Get entry image URLGet entry image URL in Concur
- Get expense report detailsGet expense report details by report ID in Concur
- Get all list item BatchRetrieve first level list item in Concur
- Get invoice detailsGet invoice by ID in Concur
- Get userGet user profile in Concur
- Get user provisioning status detailsGet user provisioning status details in Concur
- Submit expense report through a workflowSubmit expense report through a workflow in Concur
- Search expense reports BatchSearch expense reports in Concur
- Search vendors BatchSearch vendors in Concur
- Update userUpdate user in Concur
- Update users BatchUpdate users in Concur
- Update vendors BatchUpdate vendors in Concur
Any other action you can think up
Reltio
- Custom actionCustom action in Reltio (Custom)
- Add record to entityAdd record to entiy in Reltio
- Apply data change requestApply data change request in Reltio
- Create data change requestCreate data change request in Reltio
- Create recordCreate record in Reltio
- Create records in bulkCreate records in bulk in Reltio
- Decrypt Export UrlPerform decryption of encrypted Export Url in Reltio
- Delete entities as Not a MatchDelete entities as Not a Match in Reltio
- Delete potential matchThis API removes potential match between two entities which was created earlier
- Delete recordDelete record in Reltio
- Delete records in bulkDelete records in bulk in Reltio
- Export recordsExport records in Reltio
- Get entities by crosswalksGet entities by crosswalks in Reltio
- Get entities as Not a MatchGet entities as Not a Match for an entity in Reltio
- Get entity by crosswalkGet entity by crosswalk in Reltio
- Get Internal task status by IDGet Internal task status by ID in Reltio
- Get matches for entityGet matches for entity in Reltio
- Get potential matches for entityGet potential matches for entity in Reltio
- Get record details by IDGet record details by ID in Reltio
- Get task status by IDGet task status by ID in Reltio
- Match entitiesMatch entities in Reltio
- Merge entitiesMerge entities in Reltio
- Reject data change requestReject data change request in Reltio
- Search data change requestSearch data change request in Reltio
- Search recordsSearch records in Reltio
- Mark entities as Not a MatchMark entities as Not a Match in Reltio
- Set entities are potential matchesSet entities are potential matches in Reltio
- Unmerge entitiesUnmerge entities in Reltio
- Unmerge entities treeUnmerge entities tree in Reltio
- Update recordUpdate record in Reltio
Any other action you can think up
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