Conga and eTapestry との統合と自動化

Conga and eTapestry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。

Rating - JP

4.9

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2 min

to connect

Custom Connections

Available

via HTTP connector

主要企業が Workato を活用

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Build Powerful Workflows, fast - JP

Triggers

When this happens…

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

    • Any other trigger you can think up

eTapestry
  • Account created
    Account created in eTapestry
  • Account updated
    Account updated in eTapestry

    • 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

eTapestry
  • Add account
    Add new account in eTapestry
  • Add contact
    Add new contact in eTapestry
  • Add gift
    Add new gift in eTapestry
  • Search accounts Batch
    Search accounts in eTapestry
  • Update account
    Update account in eTapestry

    • 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

Let’s start automating

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