Excel and Salesforce CPQ との統合と自動化

Excel 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

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強力なワークフローを迅速に構築

Triggers

When this happens…

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…

Excel
  • Custom action
    Custom action in Excel (Custom)
  • Add rows in batch Batch
    Add rows in batch in Microsoft Excel
  • Add a table
    Add a table in Microsoft Excel
  • Add a worksheet
    Add a worksheet in Microsoft Excel
  • Delete a row
    Delete a row in Microsoft Excel
  • Get cells Batch
    Get cells from range in Microsoft Excel
  • Get rows Batch
    Get rows from table in Microsoft Excel
  • List tables Batch
    List tables in Microsoft Excel
  • List worksheets Batch
    List worksheets in Microsoft Excel
  • Search workbooks Batch
    Search workbooks in Microsoft Excel
  • Update a row
    Update row in Microsoft Excel

    • 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

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