Pandadoc and Zuora との統合と自動化

Pandadoc and Zuora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。

Rating - JP

4.9

title 1

text 1

title 2

text 2

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

主要企業が Workato を活用

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Build Powerful Workflows, fast - JP

Triggers

When this happens…

Pandadoc
  • New event Real-time
    New event in Pandadoc

    • Any other trigger you can think up

Zuora
  • New/updated order
    New or updated order in Zuora
  • New/updated record
    New or updated records in Zuora

    • Any other trigger you can think up

Actions

Do this…

Pandadoc
  • Create record
    Create record in Pandadoc
  • Custom action
    Custom action in Pandadoc
  • Delete record
    Delete record in Pandadoc
  • Download document
    Download document in Pandadoc
  • Get record
    Get record in Pandadoc
  • Search records
    Search records in Pandadoc
  • Send document
    Send Document in Pandadoc
  • Update record
    Update record in Pandadoc

    • Any other action you can think up

Zuora
  • Custom action
    Custom action in Zuora (Custom)
  • Create custom record Batch
    Create custom record in Zuora
  • Create record
    Create record in Zuora
  • Get custom record
    Get custom record in Zuora
  • Get record
    Get record by ID in Zuora
  • Get order by order number Batch
    Get order in Zuora by order number
  • Get orders by subscription number
    Get orders by subscription number in Zuora
  • Query records Batch
    Query records using ZOQL in Zuora
  • Search records Batch
    Search records in Zuora
  • Update custom record Batch
    Update custom record in Zuora
  • Update order trigger date
    Update trigger date for pending order in Zuora
  • Update record
    Update record in Zuora

    • 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

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