Do everything in one place
Customize your Nano Nets and Salesforce CPQ integration with the following
triggers and actions.
Triggers
When this happens…
Nano Nets
- New scanned documentNew scanned document in Nanonets
Any other trigger you can think up
Salesforce CPQ
- Object createdObject created in Salesforce CPQ
- Daily object reviewDaily Object review in Salesforce CPQ
- Object created/updatedObject created/updated in Salesforce CPQ
Any other trigger you can think up
Actions
Do this…
Nano Nets
- Custom actionCustom action in Nanonets
- Get document detailsGet details of specific document in Nanonets
- List data modelsList data models in Nanonets
- Scan documentScan document in Nanonets
- Search documentsSearch documents in Nanonets
Any other action you can think up
Salesforce CPQ
- Custom actionCustom action in Salesforce CPQ (Custom)
- Create objectCreate object in Salesforce CPQ
- Get related objects BatchGet related object list in Salesforce CPQ
- Search objects BatchSearch for objects in Salesforce CPQ
- Update objectUpdate object in Salesforce CPQ
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work