FileInvite and Zuora for Salesforce との統合と自動化

FileInvite and Zuora for Salesforce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…

FileInvite
  • New or updated event
    New or updated event in FileInvite

    • Any other trigger you can think up

Zuora for Salesforce
  • Object created
    Object created in Zuora for Salesforce
  • Daily object review
    Daily Object review in Zuora for Salesforce
  • Object created/updated
    Object created/updated in Zuora for Salesforce

    • Any other trigger you can think up

Actions

Do this…

FileInvite
  • Custom action
    Custom action in FileInvite (Custom)
  • Dispatch Follow Up
    Dispatch a follow-up for an invite request
  • Dispatch invite
    Send an invite using FileInvite
  • Extract liveform fields and values
    This endpoint extracts the liveform fields and values for a given request as key-value pairs
  • Fetch invite requests
    Retrieves all requests associated with an invite

    • Any other action you can think up

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

    • 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