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Customize your Veeva CRM and Workforce 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

Actions

Do this…

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

Workforce
  • Approves the time-off request
    Approves the time-off request in Workforce
  • Changes a time-off request status
    Changes a time-off request status in Workforce
  • Get leave balance by employee
    Get leave balance by employee in Workforce
  • Get periods by employee
    Get periods by employee in Workforce
  • Gets details for a time off request
    Gets details for a time off request in Workforce
  • Get version
    Get version in Workforce
  • Rejects the time-off request
    Rejects the time-off request in Workforce
  • Submits a time off request
    Submits a time off request in Workforce
  • Validate token
    Validate token in Workforce
  • Any other action you can think up

  • Show all 9

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