Do everything in one place
Customize your Bill.com and TrackVia integration with the following
triggers and actions.
Triggers
When this happens…
Bill.com
- New recordNew object in Bill.com
- New/updated recordNew/updated object in Bill.com
Any other trigger you can think up
TrackVia
- Deleted record Real-timeDeleted record from view in TrackVia
- New record Real-timeNew record added to view in TrackVia
- Updated record Real-timeUpdated record in TrackVia view
Any other trigger you can think up
Actions
Do this…
Bill.com
- Custom actionCustom action in Bill.com (Custom)
- Add line to invoiceAdd line item to invoice in Bill.com
- Create recordCreate object in Bill.com
- Delete recordDelete object in Bill.com
- Get disbursement dataGet disbursement data in Bill.com
- Get record details by IDGet object by ID in Bill.com
- Search record BatchSearch object in Bill.com
- Update recordUpdate object in Bill.com
Any other action you can think up
TrackVia
- Custom actionCustom action in TrackVia (Custom)
- Create recordCreate record in TrackVia
- Create userCreate user in TrackVia
- Delete all records in viewDelete all records from a view in TrackVia
- Delete recordDelete record in TrackVia
- Get all view records BatchGet all records from a view in TrackVia
- Get file from recordGet file from a record in TrackVia
- Get recordGet record in TrackVia
- Update recordUpdate record in TrackVia
- Upload file to a recordUpload file to a record in TrackVia
Any other action you can think up
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