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Customize your Revel Systems and SalesLoft integration with the following
triggers and actions.
Triggers
When this happens…
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
SalesLoft
- New recordNew object in SalesLoft
- New/updated recordNew/updated object in SalesLoft
Any other trigger you can think up
Actions
Do this…
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
SalesLoft
- Create recordCreate object in SalesLoft
- Custom actionCustom action in SalesLoft
- Delete recordDelete object in SalesLoft
- Get recordGet object by ID in SalesLoft
- Search recordsSearch objects in SalesLoft
- Update recordUpdate object in SalesLoft
Any other action you can think up
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