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Customize your Adaptive Insights and d.vinci integration with the following
triggers and actions.
Triggers
When this happens…
Actions
Do this…
Adaptive Insights
- Custom actionCustom action in Adaptive Insights (Custom)
- Custom reportCustom report values in Adaptive Insights
- Erase actualsErase actuals in Adaptive Insights
- Erase dataErase data 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
d.vinci
- Custom actionCustom action in (Custom)
- Download attachment as PDFDownload Attachment as PDF in d.vinci
- Get record detailsGet record in d.vinci
- Search recordsSearch records in d.vinci
Any other action you can think up
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