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Customize your Rev Ops and RecipeOps by Workato integration with the following
triggers and actions.
Triggers
When this happens…
Rev Ops
- Account Change Event Real-timeTriggers when account created or updated in RevOps
- Deal Change Event Real-timeTriggers when deal created or updated in RevOps
Any other trigger you can think up
RecipeOps by Workato
- Usage threshold reached Real-timeTriggers when usage thresholds are reached in 10% intervals
- API concurrency threshold exceeded Real-timeAPI concurrency threshold exceeded in workspace
- On-prem agent disconnected Real-timeOn-prem agent disconnected
- Job failed Real-timeReceive notification when a job fails in specified recipes
- Member invitation accepted Real-timeReceive notification when an invitation is accepted
- Package deployed Real-timeReceive notification when a package is deployed
- Recipe started Real-timeReceive notification when a recipe is started
- Recipe stopped by user Real-timeReceive notification when a recipe is stopped by a user
- Account connected Real-timeReceive notification when an app is connected
- Account disconnected Real-timeReceive notification when an app is disconnected
- Account credentials refresh failed Real-timeReceive notification when an App fails to refresh its access credentials
- Recipe stopped by Workato Real-timeReceive notification when a recipe is stopped due to errors
Any other trigger you can think up
Actions
Do this…
Rev Ops
- Calculate Usage and CostCalculate usage and cost in RevOps
- Create AccountCreates and verifies payable accounts in RevOps
- Create InvoiceCreate an invoice in RevOps
- Create or Update UsageEventCreate or update usage event in RevOps
- Create PlanCreate plan in RevOps
- Delete AccountDelete account in RevOps
- Void InvoiceVoid an invoice in RevOps
- Get Account InstanceGet a account in RevOps
- Get Deal InstanceGet a deal in RevOps
- Get Invoice InstanceGet a invoice in RevOps
- Get List of AccountsGet a list of accounts in RevOps
- Get List of DealsGet a list of deals in RevOps
- Get List of InvoicesGet a list of invoices in RevOps
- Get List of PlansGet a list of plans in RevOps
- Get List of Usage EventsGet a list of usage events in RevOps
- Get Plan InstanceGet a plan in RevOps
- Get Usage Event InstanceGet a usage event in RevOps
- Send Invoice NotificationSend an invoice notification in RevOps
- Invoice PaymentCharge an invoice in RevOps
- Update AccountUpdate account in RevOps
- Update InvoiceCreate an invoice in RevOps
- Update PlanUpdate plan in RevOps
Any other action you can think up
RecipeOps by Workato
- Get recipe detailsGet recipe details of specified recipe
- Search job history BatchSearch job history of specified recipe
- Rerun jobs BatchRerun specified jobs
- List connections BatchList connections
- List recipes BatchList all recipes
- Search recipes BatchSearch recipes
- Start recipeStart an inactive recipe
- Stop recipeStop an active recipe
- Get account detailsGet account details
Any other action you can think up
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