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Customize your Revel Systems and Salesforce CPQ integration with the following triggers and actions.

Triggers

When this happens…

Revel Systems
  • New customer
    New customer in Revel Systems
  • New purchase order
    New purchase order in Revel Systems
  • New sales
    New sales in Revel Systems
  • New time sheet entry
    New time sheet entry in Revel Systems
  • New/updated customer
    New/updated customer in Revel Systems
  • New/updated sales
    New/updated sales in Revel Systems
  • Any other trigger you can think up

Salesforce CPQ
  • Object created
    Object created in Salesforce CPQ
  • Daily object review
    Daily Object review in Salesforce CPQ
  • Object created/updated
    Object created/updated in Salesforce CPQ
  • Any other trigger you can think up

Actions

Do this…

Revel Systems
  • Custom action
    Custom action in Revel Systems (Custom)
  • Create customer
    Create customer in Revel Systems
  • Create employee
    Create employee in Revel Systems
  • Get customer by ID
    Get customer by ID in Revel Systems
  • Update customer
    Update customer in Revel Systems
  • Update employee
    Update employee in Revel Systems
  • Update product
    Update product in Revel Systems
  • Any other action you can think up

Salesforce CPQ
  • Custom action
    Custom action in Salesforce CPQ (Custom)
  • Create object
    Create object in Salesforce CPQ
  • Get related objects Batch
    Get related object list in Salesforce CPQ
  • Search objects Batch
    Search for objects in Salesforce CPQ
  • Update object
    Update object in Salesforce CPQ
  • Any other action you can think up

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