Conga and Libery との統合と自動化

Conga and Libery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…

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

Libery
  • Create incident
    Create a new GSM incident in Liberty Mutual.
  • Delete attachment from incident
    Delete a file attachment from a Liberty Mutual GSM incident.
  • Get incident
    Fetch details of a GSM incident from Liberty Mutual.
  • List attachments on incident
    List all file attachments on a Liberty Mutual GSM incident.
  • Update incident
    Update fields or close a GSM incident in Liberty Mutual.
  • Upload attachment to incident
    Upload a file attachment to a Liberty Mutual GSM incident via multipart form.

    • 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