Do everything in one place
Customize your Salesforce CPQ and SQL Collection by Workato integration with the following
triggers and actions.
Triggers
When this happens…
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…
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
SQL Collection by Workato
- Create list BatchCreate list
- Create list from CSV file BatchCreate list from CSV file
- Insert rows BatchInsert rows into list in Collection
- Insert rows from CSV file BatchInsert rows into list in Collection from CSV file
- Query lists BatchQuery lists in Collection
Any other action you can think up
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