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Customize your Clari and Workfront integration with the following
triggers and actions.
Triggers
When this happens…
Workfront
- New event Real-timeNew object event in Workfront
- New recordNew object created in Workfront
- New/updated recordNew object created or updated in Workfront
Any other trigger you can think up
Actions
Do this…
Clari
- Stop or cancel an in-progress jobStop or cancel an in-progress job in Clari
- Create a new Forecast ExportCreate a new Forecast Export in Clari
- Custom actionCustom action in Clari
- View all jobs initiated by the connection userView all jobs initiated by the connection user in Clari
- View the status of a given export using its Job IDView the status of a given export using its Job ID in Clari
- Retrieve and save Forecast Export contentRetrieve and save Forecast Export content in Clari
- View limit information for your organizationView limit information for your organization in Clari
Any other action you can think up
Workfront
- Custom actionCustom action in Workfront (Custom)
- Create recordCreate object in Workfront
- Download documentDownload document in Workfront
- Search records BatchSearch records in Workfront
- Update recordUpdate object in Workfront
- Upload documentUpload document in Workfront
Any other action you can think up
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