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Customize your Veeva CRM and Workato FileStorage 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

Workato FileStorage
  • New CSV file Batch Real-time
    New CSV file in Workato FileStorage
  • New file Real-time
    New file in Workato FileStorage
  • New lines in CSV file Batch Real-time
    New CSV lines in file in Workato FileStorage
  • 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

Workato FileStorage
  • Append to file
    Append to file in Workato FileStorage
  • Generate shareable file link
    Generate shareable file link in Workato FileStorage
  • Delete directory
    Delete directory in Workato FileStorage
  • Delete file
    Delete file in Workato FileStorage
  • Create directory
    Create directory in Workato FileStorage
  • Get lines from CSV file Batch
    Get lines from CSV file in Workato FileStorage
  • Get file contents
    Get file contents in Workato FileStorage
  • Rename/move file
    Rename/move file in Workato FileStorage
  • Search files Batch
    Search files in Workato FileStorage
  • Create file
    Create file in Workato FileStorage
  • Any other action you can think up

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