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Customize your Vlocity and Workbot for Workplace integration with the following triggers and actions.

Triggers

When this happens…

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

Workbot for Workplace
  • New command Real-time
    New command to Workbot for Workplace
  • Any other trigger you can think up

Actions

Do this…

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

Workbot for Workplace
  • Custom action
    Custom action in Workbot for Workplace (Custom)
  • Post attachment
    Post attachment as Workbot
  • Post message
    Post message as Workplace Workbot
  • Post reply
    Post reply as Workplace Workbot
  • Post simple message
    Post simple message as Workplace Workbot
  • Post simple reply
    Post simple reply as Workplace Workbot
  • Any other action you can think up

Let us tailor your Vlocity and Workbot for Workplace integrations

Pre-built Vlocity and Workbot for Workplace Automations

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