Do everything in one place
Customize your Veeva CRM and Workato FileStorage 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
Workato FileStorage
- New CSV file Batch Real-timeNew CSV file in Workato FileStorage
- New file Real-timeNew file in Workato FileStorage
- New lines in CSV file Batch Real-timeNew CSV lines in file in Workato FileStorage
Any other trigger you can think up
Actions
Do this…
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
Workato FileStorage
- Append to fileAppend to file in Workato FileStorage
- Generate shareable file linkGenerate shareable file link in Workato FileStorage
- Delete directoryDelete directory in Workato FileStorage
- Delete fileDelete file in Workato FileStorage
- Create directoryCreate directory in Workato FileStorage
- Get lines from CSV file BatchGet lines from CSV file in Workato FileStorage
- Get file contentsGet file contents in Workato FileStorage
- Rename/move fileRename/move file in Workato FileStorage
- Search files BatchSearch files in Workato FileStorage
- Create fileCreate file in Workato FileStorage
Any other action you can think up
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