Do everything in one place
Customize your Clarizen One and d.vinci integration with the following
triggers and actions.
Triggers
When this happens…
Clarizen One
- New recordNew record in Clarizen
- New/updated recordNew/updated record in Clarizen
Any other trigger you can think up
Actions
Do this…
Clarizen One
- Create recordCreate record in Clarizen
- Custom actionCustom action in Clarizen
- Get record detailsGet details of specific record by Entity ID in Clarizen
- Search recordsSearch records in Clarizen
- Update recordUpdate record by Entity ID in Clarizen
Any other action you can think up
d.vinci
- Custom actionCustom action in (Custom)
- Download attachment as PDFDownload Attachment as PDF in d.vinci
- Get record detailsGet record in d.vinci
- Search recordsSearch records in d.vinci
Any other action you can think up
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