Do everything in one place
Customize your Adaptive Insights and Circa integration with the following
triggers and actions.
Triggers
When this happens…
Circa
- New recordNew record in Circa
- New/updated recordNew/updated record in Circa
Any other trigger you can think up
Actions
Do this…
Adaptive Insights
- Custom reportCustom report values in Adaptive Insights
- Erase actualsErase actuals in Adaptive Insights
- Export configurable model dataExport configurable model data in Adaptive Insights
- Export dataExport data in Adaptive Insights
- Export modeled sheetExport modeled sheet in Adaptive Insights
- Export objectExport object in Adaptive Insights
- Import objectImport object in Adaptive Insights
- Recalculate sheetRecalculate sheet in Adaptive Insights
- Upsert objectUpsert object in Adaptive Insights
Any other action you can think up
Circa
- Create recordCreate record in Circa
- Delete recordDelete record in Circa
- Get record by IDGet record by ID in Circa
- Search recordsSearch records in Circa
- Update recordUpdate record in Circa
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work