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Customize your Salesforce CPQ and Zenefits integration with the following
triggers and actions.
Triggers
When this happens…
Salesforce CPQ
- Object createdObject created in Salesforce CPQ
- Daily object reviewDaily Object review in Salesforce CPQ
- Object created/updatedObject created/updated in Salesforce CPQ
Any other trigger you can think up
Zenefits
- New or updated employee Real-timeNew/updated employee in Zenefits
- New or updated employment Real-timeNew/updated employment in Zenefits
Any other trigger you can think up
Actions
Do this…
Salesforce CPQ
- Custom actionCustom action in Salesforce CPQ (Custom)
- Create objectCreate object in Salesforce CPQ
- Get related objects BatchGet related object list in Salesforce CPQ
- Search objects BatchSearch for objects in Salesforce CPQ
- Update objectUpdate object in Salesforce CPQ
Any other action you can think up
Zenefits
- Custom actionCustom action in Zenefits (Custom)
- Get employee by IDGet employee by ID in Zenefits
- Search employee BatchSearch employee in Zenefits
Any other action you can think up
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