Clari and TrackVia integrations and automations

Seamlessly connect Clari and TrackVia. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

TrackVia
  • Deleted record Real-time
    Deleted record from view in TrackVia
  • New record Real-time
    New record added to view in TrackVia
  • Updated record Real-time
    Updated record in TrackVia view

    • Any other trigger you can think up

Actions

Do this…

Clari
  • Stop or cancel an in-progress job
    Stop or cancel an in-progress job in Clari
  • Create a new Forecast Export
    Create a new Forecast Export in Clari
  • Custom action
    Custom action in Clari
  • View all jobs initiated by the connection user
    View all jobs initiated by the connection user in Clari
  • View the status of a given export using its Job ID
    View the status of a given export using its Job ID in Clari
  • Retrieve and save Forecast Export content
    Retrieve and save Forecast Export content in Clari
  • View limit information for your organization
    View limit information for your organization in Clari

    • Any other action you can think up

TrackVia
  • Custom action
    Custom action in TrackVia (Custom)
  • Create record
    Create record in TrackVia
  • Create user
    Create user in TrackVia
  • Delete all records in view
    Delete all records from a view in TrackVia
  • Delete record
    Delete record in TrackVia
  • Get all view records Batch
    Get all records from a view in TrackVia
  • Get file from record
    Get file from a record in TrackVia
  • Get record
    Get record in TrackVia
  • Update record
    Update record in TrackVia
  • Upload file to a record
    Upload file to a record in TrackVia

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

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