BILL and Clari との統合と自動化

BILL and Clariを他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

評価

4.9

事前構築済み

150+

統合

合計

100+

アクティブユーザー

平均

2分

接続まで

カスタム接続

利用可能

HTTPコネクター経由で利用可能

主要企業が Workato を活用

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強力なワークフローを迅速に構築

Triggers

When this happens…

BILL
  • New record
    New object in BILL
  • New/updated record
    New/updated object in BILL

    • Any other trigger you can think up

Actions

Do this…

BILL
  • Custom action
    Custom action in BILL (Custom)
  • Add line to invoice
    Add line item to invoice in BILL
  • Create record
    Create object in BILL
  • Delete record
    Delete object in BILL
  • Get disbursement data
    Get disbursement data in BILL
  • Get record details by ID
    Get object by ID in BILL
  • Search record Batch
    Search object in BILL
  • Send invoice
    Send an invoice to a customer in BILL
  • Update record
    Update object in BILL

    • Any other action you can think up

Clari
  • Stop or cancel an in-progress job
    Stop or cancel an in-progress job in Clari
  • Create a new Forecast Export
    Create a new Forecast Export in Clari
  • Custom action
    Custom action in Clari
  • View all jobs initiated by the connection user
    View all jobs initiated by the connection user in Clari
  • View the status of a given export using its Job ID
    View the status of a given export using its Job ID in Clari
  • Retrieve and save Forecast Export content
    Retrieve and save Forecast Export content in Clari
  • View limit information for your organization
    View limit information for your organization in Clari

    • Any other action you can think up

単一のプラットフォーム

  • 強力
  • 俊敏性
  • スピード
  • 革新