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Customize your Veeva CRM and RecipeOps by Workato integration with the following triggers and actions.

Triggers

When this happens…

Veeva CRM
  • Object created
    Object created in Veeva CRM
  • Daily object review
    Daily Object review in Veeva CRM
  • Object created/updated
    Object created/updated in Veeva CRM
  • Any other trigger you can think up

RecipeOps by Workato
  • Usage threshold reached Real-time
    Triggers when usage thresholds are reached in 10% intervals
  • API concurrency threshold exceeded Real-time
    API concurrency threshold exceeded in workspace
  • On-prem agent disconnected Real-time
    On-prem agent disconnected
  • Job failed Real-time
    Receive notification when a job fails in specified recipes
  • Member invitation accepted Real-time
    Receive notification when an invitation is accepted
  • Package deployed Real-time
    Receive notification when a package is deployed
  • Recipe started Real-time
    Receive notification when a recipe is started
  • Recipe stopped by user Real-time
    Receive notification when a recipe is stopped by a user
  • Account connected Real-time
    Receive notification when an app is connected
  • Account disconnected Real-time
    Receive notification when an app is disconnected
  • Account credentials refresh failed Real-time
    Receive notification when an App fails to refresh its access credentials
  • Recipe stopped by Workato Real-time
    Receive notification when a recipe is stopped due to errors
  • Any other trigger you can think up

Actions

Do this…

Veeva CRM
  • Custom action
    Custom action in Veeva CRM (Custom)
  • Create object
    Create object in Veeva CRM
  • Get related objects Batch
    Get related object list in Veeva CRM
  • Search objects Batch
    Search for objects in Veeva CRM
  • Update object
    Update object in Veeva CRM
  • Any other action you can think up

RecipeOps by Workato
  • Get recipe details
    Get recipe details of specified recipe
  • Search job history Batch
    Search job history of specified recipe
  • Rerun jobs Batch
    Rerun specified jobs
  • List connections Batch
    List connections
  • List recipes Batch
    List all recipes
  • Search recipes Batch
    Search recipes
  • Start recipe
    Start an inactive recipe
  • Stop recipe
    Stop an active recipe
  • Get account details
    Get account details
  • Any other action you can think up

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