BuildingConnected and Conga との統合と自動化

BuildingConnected and Conga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…

BuildingConnected
  • New or updated contact
    New or updated contact in BuildingConnected
  • Updated opportunity status in BidBoard Pro Real-time
    Updated opportunity status in BidBoard Pro

    • Any other trigger you can think up

Conga
  • New/updated record
    New/updated record in Conga

    • Any other trigger you can think up

Actions

Do this…

BuildingConnected
  • Custom action
    Custom action in BuildingConnected
  • Get bidder by ID
    Get bidder by ID
  • Get bidders for a bid package
    Get bidders for a bid package in BuildingConnected
  • Get contact by ID
    Get contact by ID in BuildingConnected
  • Get contacts
    Get contacts in BuildingConnected
  • Get project by ID
    Get project by ID in BuildingConnected
  • Get projects
    Get projects in BuildingConnected
  • Get qualification submission
    Get qualification submission in BuildingConnected
  • Get qualification form
    Get qualification form in BuildingConnected
  • Get completed TradeTapp qualifications
    Get completed TradeTapp qualifications in BuildingConnected

    • Any other action you can think up

Conga
  • Custom action
    Custom action in Conga (Custom)
  • Create records Batch
    Create records records in batch in Conga
  • Delete records Batch
    Delete records records in batch in Conga
  • Download document based on document ID
    Download document based on fully signed ID in Conga
  • Create record
    Create new record in Conga
  • Get record by ID
    Get record by ID from Conga
  • Query records
    Query records from Conga
  • Search records
    Search records from Conga
  • Update record
    Update existing record in Conga
  • Generate a document record
    Generates a new contract document record in Conga
  • Send email
    Send email in Conga
  • Update records Batch
    Update records records in batch in Conga

    • 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