PartnerStack and Risk Cloud との統合と自動化

PartnerStack and Risk Cloud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…

PartnerStack
  • New event Real-time
    Monitor record event in PartnerStack

    • Any other trigger you can think up

Risk Cloud
  • Created Record in Workflow Real-time
    Triggers when a Record is created in a speceific Step in Risk Cloud
  • Moved Record in Workflow Real-time
    Triggers when a Record is moved between Steps in Risk Cloud

    • Any other trigger you can think up

Actions

Do this…

PartnerStack
  • Approve/decline application
    Approve or decline an application in PartnerStack
  • Assign partner team member to record
    Assign partner team member to record in PartnerStack
  • Convert Object
    Convert record in PartnerStack
  • Create record
    Create record in PartnerStack
  • Create Transaction
    Create a transaction record in PartnerStack
  • Custom Action
    Custom action in PartnerStack
  • Delete record
    Delete record in PartnerStack
  • Get record
    Get record in PartnerStack
  • Get record attachment details
    Get record attachment details in PartnerStack
  • Get record attachment list
    Get record attachment list in PartnerStack
  • Get partnership links
    Get all links for a partnership, including team members'links in PartnerStack
  • Modify tags
    Modify tags in PartnerStack
  • Search records
    Search records in PartnerStack
  • Update record
    Update record in PartnerStack
  • Update stage
    Update stage for record in PartnerStack

    • Any other action you can think up

Risk Cloud
  • Custom action
    Custom action in Risk Cloud© - Community Connector (Custom)
  • Create a New Object
    Create an object in Risk Cloud
  • Download Table Report
    Download Table Report
  • Get MIME Type from Extension
    Get MIME Type from Extension.
  • Get Object by ID
    Get object by ID in Risk Cloud
  • List Attachments in Record Field
    List Attachments on a Record Field.
  • Update an Object
    Update object in Risk Cloud
  • Upload Attachment
    Upload Attachment

    • 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