Copper and Redoak との統合と自動化

Copper and Redoak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…

Copper
  • New/updated record
    New/updated record in Copper

    • Any other trigger you can think up

Redoak
  • New Document Uploaded
    Triggers when a new document is uploaded to Red Oak
  • Submission Updated
    Triggers when a submission is updated in Red Oak

    • Any other trigger you can think up

Actions

Do this…

Copper
  • Create record
    Create record in Copper
  • Custom action
    Custom action in Copper
  • Delete record
    Delete record in Copper
  • Get record details
    Get details of specific record in Copper
  • Search records
    Search for records in Copper
  • Update record
    Update record in Copper
  • Upsert record
    Upsert record in Copper

    • Any other action you can think up

Redoak
  • Download Document
    Download a document file from Red Oak
  • Get Submission by ID
    Get a submission with full details from Red Oak
  • List Documents
    List documents for a submission in Red Oak

    • 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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