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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 action
    Custom action in Adaptive Insights (Custom)
  • Custom report
    Custom report values in Adaptive Insights
  • Erase actuals
    Erase actuals in Adaptive Insights
  • Erase data
    Erase data in Adaptive Insights
  • Export configurable model data
    Export configurable model data in Adaptive Insights
  • Export data
    Export data in Adaptive Insights
  • Export modeled sheet
    Export modeled sheet in Adaptive Insights
  • Export object
    Export object in Adaptive Insights
  • Import object
    Import object in Adaptive Insights
  • Recalculate sheet
    Recalculate sheet in Adaptive Insights
  • Upsert object
    Upsert object in Adaptive Insights
  • Any other action you can think up

d.vinci
  • Custom action
    Custom action in (Custom)
  • Download attachment as PDF
    Download Attachment as PDF in d.vinci
  • Get record details
    Get record in d.vinci
  • Search records
    Search records in d.vinci
  • Any other action you can think up

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