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Customize your Percolate and Veeva CRM integration with the following
triggers and actions.
Triggers
When this happens…
Percolate
- Deleted object Real-timeDeleted object in Percolate
- New object Real-timeNew object in Percolate
- New or Updated object Real-timeNew or updated object in Percolate
Any other trigger you can think up
Veeva CRM
- Object createdObject created in Veeva CRM
- Daily object reviewDaily Object review in Veeva CRM
- Object created/updatedObject created/updated in Veeva CRM
Any other trigger you can think up
Actions
Do this…
Percolate
- Custom actionCustom action in Percolate (Custom)
- Check content workflow stepCheck content workflow step in Percolate
- Copy assetCopy an asset in Percolate
- Create objectCreate a object in Percolate
- Custom actionCustom action in Percolate
- Download assetDownload an asset in Percolate
- Get object details by IDGet object details by ID in Percolate
- Search objects BatchSearch for objects in Percolate
- Update objectUpdate a object in Percolate
- Update object's production workflow stepUpdate object's production workflow step in Percolate
- Upload assetUpload an asset in Percolate
Any other action you can think up
Veeva CRM
- Custom actionCustom action in Veeva CRM (Custom)
- Create objectCreate object in Veeva CRM
- Get related objects BatchGet related object list in Veeva CRM
- Search objects BatchSearch for objects in Veeva CRM
- Update objectUpdate object in Veeva CRM
Any other action you can think up
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