Egnyte and Salesforce CPQ との統合と自動化

Egnyte and Salesforce CPQ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

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

強力なワークフローを迅速に構築

Triggers

When this happens…

Egnyte
  • New/updated/deleted events
    New/updated/deleted events in Egnyte

    • Any other trigger you can think up

Salesforce CPQ
  • Object created
    Object created in Salesforce CPQ
  • Daily object review
    Daily Object review in Salesforce CPQ
  • Object created/updated
    Object created/updated in Salesforce CPQ

    • Any other trigger you can think up

Actions

Do this…

Egnyte
  • Custom action
    Custom action in Egnyte (Custom)
  • Copy or move file
    Copy or move file in Egnyte
  • Copy or move folder
    Copy or move folder in Egnyte
  • Create folder
    Create folder in Egnyte
  • Download file from selected folder
    Download file in Egnyte
  • Get event details
    Get file system or note event details in Egnyte
  • Get object details
    Get object details in Egnyte
  • Search objects Batch
    Search objects in Egnyte
  • Upload file
    Upload file in Egnyte

    • Any other action you can think up

Salesforce CPQ
  • Custom action
    Custom action in Salesforce CPQ (Custom)
  • Create object
    Create object in Salesforce CPQ
  • Get related objects Batch
    Get related object list in Salesforce CPQ
  • Search objects Batch
    Search for objects in Salesforce CPQ
  • Update object
    Update object in Salesforce CPQ

    • 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