Do everything in one place
Customize your Maxio and Veeva CRM integration with the following
triggers and actions.
Triggers
When this happens…
Maxio
- New customerNew customer in Maxio
- New site eventNew site event in Maxio
- New subscriptionNew subscription in Maxio
Any other trigger you can think up
Veeva CRM
- Object createdObject created in Veeva CRM
- Daily object reviewDaily Object review in Veeva CRM
- Object created/updatedObject created/updated in Veeva CRM
Any other trigger you can think up
Actions
Do this…
Maxio
- Custom actionCustom action in Maxio (Custom)
- Create chargeCreate charge in Maxio
- Create subscriptionCreate subscription in Maxio
- Get customer details by IDGet customer details from Maxio
- Get product details by IDGet product details from Maxio
- Get subscription details by IDGet subscription details from Maxio
- Get transaction details by IDGet transaction details from Maxio
- Search customer by referenceSearch customer by reference from Maxio
Any other action you can think up
Veeva CRM
- Custom actionCustom action in Veeva CRM (Custom)
- Create objectCreate object in Veeva CRM
- Get related objects BatchGet related object list in Veeva CRM
- Search objects BatchSearch for objects in Veeva CRM
- Update objectUpdate object in Veeva CRM
Any other action you can think up
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