Conga との統合と自動化

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。

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

主要企業が Workato を活用

Congaを自動化すべき理由

Quote to cash

Quote to cash
Revenue management
Order to cash
Human capital management

Why these integrations and automations matter:

Conga can help streamline your Q2C process. Integrate Conga with your chat app, email provider, and CRM so that Workato can do the heavy lifting between different applications.
Approve quotes.

Integrate Conga with chat apps like Slack and Microsoft Teams to create a quote approval alert in Slack when you request a quote approval in Conga.
Process quotes.

Integrate Conga with CRMs like Salesforce and Microsoft Dynamics to add quotes to your CRM as soon as they’ve been approved in Conga or your chat app.
Generate confirmation emails.

When you approve a quote in Conga, automatically send a confirmation email using email programs like Microsoft Outlook and Gmail.

Streamline your Conga integrations

Congaと自社製品を接続したいですか？

Workato Embedded プラットフォームを活用し、1200以上の事前構築済みコネクターへアクセス可能です。

詳しく見る

Build powerful workflows, fast

Triggers

When this happens…

Conga

New/updated record
New/updated record in Conga

Any other trigger you can think up

Actions

Do this…

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

Streamline your Conga integrations

Congaとの統合について

Congaactive-directory helps you streamline your sales and revenue processes in Salesforce. It lets your business set up operational processes that support customer engagement, configure price quote (CPQ), contract lifecycle management (CLM), and the commercial operations lifecycle.

Congaとの統合方法

Collect fast, efficient, and secure eSignatures with Conga Sign.
Create repeatable processes in Salesforce using Conga Orchestrate.
Navigate, visualize, and manage Salesforce data in Conga Grid.
Use Conga Approvals for prices, promotions, discounts, terms, clauses, and more.