Perk and Salesforce CPQ との統合と自動化

Perk and Salesforce CPQ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…

Perk
  • New/updated booking
    New/updated booking in Perk
  • New/updated trip
    New/updated trip in Perk

    • Any other trigger you can think up

Salesforce CPQ
  • Object created
    Object created in Salesforce CPQ
  • Daily object review
    Daily Object review in Salesforce CPQ
  • Object created/updated
    Object created/updated in Salesforce CPQ

    • Any other trigger you can think up

Actions

Do this…

Perk
  • Custom action
    Custom action in Perk (Custom)
  • Create user
    Create user in Perk
  • Delete user
    Delete user in Perk
  • Download invoice PDF
    Download PDF-Invoice from Perk
  • Get invoice by ID
    Get invoice from Perk
  • Search invoice lines
    Search invoice lines in Perk
  • Search invoices
    Search invoices in Perk
  • Search users Batch
    Search users in Perk
  • Update user
    Update user in Perk

    • Any other action you can think up

Salesforce CPQ
  • Custom action
    Custom action in Salesforce CPQ (Custom)
  • Create object
    Create object in Salesforce CPQ
  • Get related objects Batch
    Get related object list in Salesforce CPQ
  • Search objects Batch
    Search for objects in Salesforce CPQ
  • Update object
    Update object in Salesforce CPQ

    • 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

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