Birdview PSA and Deal Cloud との統合と自動化

Birdview PSA and Deal Cloud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…

Birdview PSA
  • New or updated project
    New or updated project in Birdview PSA

    • Any other trigger you can think up

Deal Cloud
  • New/updated record Batch
    New or updated record in DealCloud (Batch)

    • Any other trigger you can think up

Actions

Do this…

Birdview PSA
  • Create activity
    Create activity in Birdview PSA
  • Create project
    Create project in Birdview PSA
  • Create timelog
    Create time log in Birdview PSA
  • Create user
    Create a user in Birdview PSA
  • Custom action
    Custom action in Birdview PSA
  • Delete user
    Deletes a user in Birdview PSA
  • Get activities by project ID
    Get all project activities by Project ID in Birdview PSA
  • Get activities by task ID
    Get project activities by ID in Birdview PSA
  • Get members by project ID
    Get members by Project ID in Birdview PSA
  • Get project by ID
    Get project by project ID in Birdview PSA
  • Get timelogs by ID
    Get time logs by ID in Birdview PSA
  • Get user by ID
    Get a user by ID in Birdview PSA
  • List activities
    List all activities in Birdview PSA
  • List projects
    List all projects in Birdview PSA
  • List timelogs
    List all time logs in Birdview PSA
  • List users
    List all users in Birdview PSA
  • Update project
    Update project in Birdview PSA
  • Update user
    Update user in Birdview PSA

    • Any other action you can think up

Deal Cloud
  • Search records (Advanced)
    Search records (Advanced) in DealCloud
  • Create record
    Create record in DealCloud
  • Create record (Bulk)
    Create record in DealCloud (Bulk)
  • Custom action
    Custom action in DealCloud
  • Delete record
    Delete record in DealCloud
  • Get record details by ID
    Get record details by ID in DealCloud
  • Search records
    Search records in DealCloud
  • Update record
    Update record in DealCloud
  • Update record (Bulk)
    Update record in DealCloud (Bulk)

    • 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