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Customize your Salesforce CPQ and UiPath 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
UiPath
- Add Queue ItemAdd Queue Item in Ui path orchestrator
- Custom ActionCustom action in UiPath Orchestrator
- Get EnvironmentsGet Environments in Ui path orchestrator
- Get JobGet Job in Ui path orchestrator
- Get Machine SessionsGet Machine Sessions in Ui path orchestrator
- Get ProcessesGet Processes in Ui path orchestrator
- Get Queue ItemGet Queue Item in Ui path orchestrator
- Get QueuesGet Queues in Ui path orchestrator
- Get RobotsGet Robots in Ui path orchestrator
- Start Job(s)Start Job(s) in Ui path orchestrator
Any other action you can think up
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