Freshsales and Memsource との統合と自動化

Freshsales and Memsource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…

Freshsales
  • New record
    New record in Freshsales
  • New/updated record
    New/updated record in Freshsales

    • Any other trigger you can think up

Memsource
  • Object Event Real-time
    Object Event in Memsource

    • Any other trigger you can think up

Actions

Do this…

Freshsales
  • Custom action
    Custom action in Freshsales (Custom)
  • Add contacts to marketing list
    Add contacts to marketing list in Freshsales
  • Create record
    Create record in Freshsales
  • Delete record
    Delete record in Freshsales
  • Get record details by ID
    Get details of specific record in Freshsales
  • Retrieve scheduled report
    Retrieve for scheduled report in Freshsales
  • List records
    List records in Freshsales
  • Lookup search
    Lookup search in Freshsales
  • Move contacts to marketing list
    Move contacts to marketing list in Freshsales
  • Remove contacts to marketing list
    Remove contacts to marketing list in Freshsales
  • Search records
    Search for records in Freshsales
  • Search records by query
    Search for records by query in Freshsales
  • Update record
    Update record in Freshsales
  • Upsert record
    Upsert record in Freshsales

    • Any other action you can think up

Memsource
  • Assign provider to a job
    Assign provider to a job in Memsource
  • Assign multiple providers to a job
    Assign multiple providers to a job in Memsource
  • Assigns providers from template
    Assigns providers from template in Memsource
  • Clear all terms from TB
    Clear all terms from TB in Memsource
  • Create job
    Create job in Memsource
  • Create project from template
    Create project from template in Memsource
  • Download reference file
    Download reference file in Memsource
  • Download target file
    Download target file in Memsource
  • List jobs for a project
    List jobs for a project in Memsource
  • Get object details
    Get object details in Memsource
  • Get project template
    Get project template in Memsource
  • Get suggested providers
    Get suggested providers in Memsource
  • List lqa profiles
    List lqa profiles in Memsource
  • List project templates
    List project templates in Memsource
  • List supported languages
    List supported languages in Memsource
  • List workflow steps
    List workflow steps in Memsource
  • Upload Reference File
    Upload Reference File in Memsource
  • Upload Reference note
    Upload Reference note in Memsource
  • Upload tbx file to TB
    Upload tbx file to TB in Memsource

    • 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