Deal Cloud and LevelPath との統合と自動化

Deal Cloud and LevelPath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…

Deal Cloud
  • New/updated record Batch
    New or updated record in DealCloud (Batch)

    • Any other trigger you can think up

LevelPath
  • New event Real-time
    New event in LevelPath

    • Any other trigger you can think up

Actions

Do this…

Deal Cloud
  • Search records (Advanced)
    Search records (Advanced) in DealCloud
  • Create record
    Create record in DealCloud
  • Create record (Bulk)
    Create record in DealCloud (Bulk)
  • Custom action
    Custom action in DealCloud
  • Delete record
    Delete record in DealCloud
  • Get record details by ID
    Get record details by ID in DealCloud
  • Search records
    Search records in DealCloud
  • Update record
    Update record in DealCloud
  • Update record (Bulk)
    Update record in DealCloud (Bulk)

    • Any other action you can think up

LevelPath
  • Custom action
    Custom action in LevelPath (Custom)
  • Create record
    Create in LevelPath
  • Get record details by ID
    Get details of specific in LevelPath
  • Search records
    Search in LevelPath
  • Update record
    Update in LevelPath

    • 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

Schedule a Demo