Do everything in one place
Customize your Sage Live and Salesforce CPQ integration with the following
triggers and actions.
Triggers
When this happens…
Sage Live
- Object createdObject created in Sage Live
- Daily object reviewDaily Object review in Sage Live
- Object created/updatedObject created/updated in Sage Live
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…
Sage Live
- Custom actionCustom action in Sage Live (Custom)
- Create objectCreate object in Sage Live
- Get related objects BatchGet related object list in Sage Live
- Search objects BatchSearch for objects in Sage Live
- Update objectUpdate object in Sage Live
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
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