Do everything in one place
Customize your Veeva CRM and Workbot for Workplace 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
Workbot for Workplace
- New command Real-timeNew command to Workbot for Workplace
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
Workbot for Workplace
- Custom actionCustom action in Workbot for Workplace (Custom)
- Post attachmentPost attachment as Workbot
- Post messagePost message as Workplace Workbot
- Post replyPost reply as Workplace Workbot
- Post simple messagePost simple message as Workplace Workbot
- Post simple replyPost simple reply as Workplace Workbot
Any other action you can think up
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