Invoiced and Salesforce Pardot との統合と自動化

Invoiced and Salesforce Pardot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…

Invoiced
  • Read Batch
    Read in Invoiced
  • Webhook Real-time
    New webhook in Invoiced

    • Any other trigger you can think up

Salesforce Pardot
  • New object
    New object in Pardot
  • New/updated object
    New/updated object in Pardot

    • Any other trigger you can think up

Actions

Do this…

Invoiced
  • Custom action
    Custom action in Invoiced (Custom)
  • Create Contact
    Create a Contact in Invoiced
  • Create Tax Rate
    Create a Tax Rate in Invoiced
  • Get accounting system for object
    Get accounting system for object
  • Get Customer
    Get Customer by external ID
  • List Contacts
    List Contacts
  • List Credit Notes
    List Credit Notes
  • List Customers
    List Customers
  • List Invoices
    List Invoices
  • List Payments
    List Payments
  • List payments for invoice
    Retrieves all payments associated with an invoice in Invoiced
  • List Tax Rates
    List Tax Rates
  • Get Object by ID
    Get a object from Invoiced
  • Update Contact
    Update a Contact in Invoiced
  • Void Invoice
    Mark an Invoice as void in Invoiced
  • Write
    Create object in Invoiced

    • Any other action you can think up

Salesforce Pardot
  • Custom action
    Custom action in Pardot (Custom)
  • Create object
    Create object in Pardot
  • Delete object
    Delete object in Pardot
  • Get object details
    Get object details in Pardot
  • Search objects
    Search objects in Pardot
  • Update object
    Update object in Pardot

    • 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