Do everything in one place
Customize your iLevel and Veeva CRM integration with the following
triggers and actions.
Triggers
When this happens…
Veeva CRM
- Object createdObject created in Veeva CRM
- Daily object reviewDaily Object review in Veeva CRM
- Object created/updatedObject created/updated in Veeva CRM
Any other trigger you can think up
Actions
Do this…
iLevel
- Check batch errorsCheck Batch errors in iLevel
- Check batch statusCheck Batch status in iLevel
- Create recordCreate record in iLevel
- Custom actionCustom action in iLevel
- Delete recordDelete record in iLevel
- Get record detailsGet details of specific record in iLevel
- List batch resultsList Batch results in iLevel
- List external ID typesList External ID types in iLevel
- Search recordsSearch for records in iLevel
- Update recordUpdate record in iLevel
Any other action you can think up
Veeva CRM
- Custom actionCustom action in Veeva CRM (Custom)
- Create objectCreate object in Veeva CRM
- Get related objects BatchGet related object list in Veeva CRM
- Search objects BatchSearch for objects in Veeva CRM
- Update objectUpdate object in Veeva CRM
Any other action you can think up
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