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Customize your Clarizen Go and Revel Systems integration with the following
triggers and actions.
Triggers
When this happens…
Clarizen Go
- New event Real-timeMonitor task event in Clarizen Go
Any other trigger you can think up
Revel Systems
- New customerNew customer in Revel Systems
- New purchase orderNew purchase order in Revel Systems
- New salesNew sales in Revel Systems
- New time sheet entryNew time sheet entry in Revel Systems
- New/updated customerNew/updated customer in Revel Systems
- New/updated salesNew/updated sales in Revel Systems
Any other trigger you can think up
Actions
Do this…
Clarizen Go
- Create taskCreate task in Clarizen Go
- Custom actionCustom action in ClarizenGo
- Search recordsSearch records in Clarizen Go
- Update taskUpdate task in Clarizen Go
Any other action you can think up
Revel Systems
- Custom actionCustom action in Revel Systems (Custom)
- Create customerCreate customer in Revel Systems
- Create employeeCreate employee in Revel Systems
- Get customer by IDGet customer by ID in Revel Systems
- Update customerUpdate customer in Revel Systems
- Update employeeUpdate employee in Revel Systems
- Update productUpdate product in Revel Systems
Any other action you can think up
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