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Customize your Quip and Veeva CRM integration with the following
triggers and actions.
Triggers
When this happens…
Quip
- New/updated inbox itemNew/updated inbox item in Quip
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…
Quip
- Custom actionCustom action in Quip (Custom)
- Get messages by thread BatchGet messages by thread in Quip
- Get user by IDGet user by ID in Quip
- Send messagesSend message in Quip
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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