Reltio and Replicon integrations and automations

Do everything in one place

Customize your Reltio and Replicon integration with the following triggers and actions.

Triggers

When this happens…

Replicon
  • New client
    New client created in Replicon
  • New or updated invoice ready to sync
    New/updated ready to sync invoice in Replicon
  • New project
    New project created in Replicon
  • New user
    New user created in Replicon

    • Any other trigger you can think up

Actions

Do this…

Reltio
  • Custom action
    Custom action in Reltio (Custom)
  • Add record to entity
    Add record to entiy in Reltio
  • Apply data change request
    Apply data change request in Reltio
  • Create data change request
    Create data change request in Reltio
  • Create record
    Create record in Reltio
  • Create records in bulk
    Create records in bulk in Reltio
  • Decrypt Export Url
    Perform decryption of encrypted Export Url in Reltio
  • Delete entities as Not a Match
    Delete entities as Not a Match in Reltio
  • Delete potential match
    This API removes potential match between two entities which was created earlier
  • Delete record
    Delete record in Reltio
  • Delete records in bulk
    Delete records in bulk in Reltio
  • Export records
    Export records in Reltio
  • Get entities by crosswalks
    Get entities by crosswalks in Reltio
  • Get entities as Not a Match
    Get entities as Not a Match for an entity in Reltio
  • Get entity by crosswalk
    Get entity by crosswalk in Reltio
  • Get Internal task status by ID
    Get Internal task status by ID in Reltio
  • Get matches for entity
    Get matches for entity in Reltio
  • Get potential matches for entity
    Get potential matches for entity in Reltio
  • Get record details by ID
    Get record details by ID in Reltio
  • Get task status by ID
    Get task status by ID in Reltio
  • Match entities
    Match entities in Reltio
  • Merge entities
    Merge entities in Reltio
  • Reject data change request
    Reject data change request in Reltio
  • Search data change request
    Search data change request in Reltio
  • Search records
    Search records in Reltio
  • Mark entities as Not a Match
    Mark entities as Not a Match in Reltio
  • Set entities are potential matches
    Set entities are potential matches in Reltio
  • Unmerge entities
    Unmerge entities in Reltio
  • Unmerge entities tree
    Unmerge entities tree in Reltio
  • Update record
    Update record in Reltio

    • Any other action you can think up

Replicon
  • Custom action
    Custom action in Replicon (Custom)
  • Assign all users to project
    Assign all users to project in Replicon
  • Assign co-manager to project
    Assign co-manager to project in Replicon
  • Add line item to expense sheet
    Add line item to expense sheet in Replicon
  • Assign manager to project
    Assign manager to project in Replicon
  • Assign user to project
    Assign user to project in Replicon
  • Update invoice status
    Update status for invoice in Replicon
  • Create client
    Create client in Replicon
  • Create expense sheet
    Create expense sheet in Replicon
  • Create project
    Create project in Replicon
  • Create project task
    Create project task in Replicon
  • Create timesheet
    Create timesheet in Replicon
  • Create user
    Create user in Replicon
  • Get all tasks for a project Batch
    Get all project task in Replicon
  • Get client details
    Get client details from Replicon
  • Get project cost amount details
    Get project cost amount details from Replicon
  • Get expensable projects Batch
    Get expensable projects by expense sheet in Replicon
  • Get invoice details by URI
    Get invoice details from Replicon
  • Get invoice item details by URI
    Get invoice item details from Replicon
  • Get project details
    Get project details from Replicon
  • Get list of project team members Batch
    Get list of project team members from project in Replicon
  • Get task assignments for resource Batch
    Get task assignments for resource in Replicon
  • Get user details
    Get user details from Replicon
  • Get list of clients Batch
    Get list of clients from Replicon
  • Get all eligible project leaders Batch
    Get all eligible project leaders from Replicon
  • Get list of projects Batch
    Get list of projects from Replicon
  • Get list of users Batch
    Get list of users from Replicon
  • Get payroll details Batch
    Get payroll details for a specific pay period from Replicon
  • Search clients Batch
    Search clients in Replicon
  • Search programs Batch
    Search programs in Replicon
  • Search projects Batch
    Search projects in Replicon
  • Search users Batch
    Search users in Replicon
  • Submit expense sheet
    Submit expense sheet in Replicon
  • Update client
    Update client in Replicon
  • Update payment due date and issue date
    Update payment due date and date of issue for invoice in Replicon
  • Update invoice description
    Update description for invoice in Replicon
  • Update invoice sync status
    Update sync status for invoice in Replicon
  • Update project
    Update project in Replicon
  • Update project client
    Update project client in Replicon
  • Update project end date
    Update end date for project in Replicon
  • Update project fixed bid rate
    Update project fixed bid rate in Replicon
  • Update project name
    Update project name in Replicon
  • Update project program
    Update program to project in Replicon
  • Update project status
    Update project status in Replicon
  • Update user
    Update user in Replicon

    • Any other action you can think up

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