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Customize your Iress XPLAN and SalesLoft integration with the following
triggers and actions.
Triggers
When this happens…
SalesLoft
- New recordNew object in SalesLoft
- New/updated recordNew/updated object in SalesLoft
Any other trigger you can think up
Actions
Do this…
Iress XPLAN
- Custom actionCustom action in XPLAN (Custom)
- Create recordCreate record in XPLAN
- Delete recordDelete record in XPLAN
- Get record details by IDGet record details by ID in XPLAN
- List recordsList records in XPLAN
- Search recordsSearch records in XPLAN
- Update recordUpdate record in XPLAN
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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