Conga and Neto との統合と自動化

Conga and Neto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

Neto
  • New Cart
    Polls for new carts in Neto
  • New Customer
    New customer in Neto
  • New Order/Quote
    New order/quote in Neto
  • Updated Customer
    Updated customer in Neto
  • Updated Order
    Updated order in Neto
  • Updated Order Status
    Updated order status in Neto

    • 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

Neto
  • Custom action
    Custom action in Neto (Custom)
  • Get Customer
    Retrieve customer details from Neto based on Username or Email.
  • Get Orders
    Get Orders
  • Get RMA's
    Use this call to return a list of RMA's (Return Merchadise Authorisations) that are active in your system.
  • Update Customer
    Update customer details in Neto.
  • Update Order Status
    Updates the status of an order by providing only the required fields.

    • 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