Do everything in one place
Customize your Iress XPLAN and Vlocity integration with the following
triggers and actions.
Triggers
When this happens…
Vlocity
- Object createdObject created in Vlocity
- Daily object reviewDaily Object review in Vlocity
- Object created/updatedObject created/updated in Vlocity
Any other trigger you can think up
Actions
Do this…
Iress XPLAN
- Custom actionCustom action in XPLAN (Custom)
- Create recordCreate record in XPLAN
- Delete recordDelete record in XPLAN
- Get record details by IDGet record details by ID in XPLAN
- List recordsList records in XPLAN
- Search recordsSearch records in XPLAN
- Update recordUpdate record in XPLAN
Any other action you can think up
Vlocity
- Custom actionCustom action in Vlocity (Custom)
- Create objectCreate object in Vlocity
- Get related objects BatchGet related object list in Vlocity
- Search objects BatchSearch for objects in Vlocity
- Update objectUpdate object in Vlocity
Any other action you can think up
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