Salesforce CPQ and Tipalti Approve integrations and automations

Seamlessly connect Salesforce CPQ and Tipalti Approve. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

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…

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

Tipalti Approve
  • Custom action
    Custom action in Approve (Custom)
  • Cancel PO
    Cancel PO in Approve
  • Get File From Url
    Get File From Url in Approve
  • Get POs
    Get POs in Approve
  • Get PRs
    Get PRs in Approve
  • Get PRs Items
    Get PRs Items in Approve
  • Get Vendors
    Get Vendors in Approve
  • Update Employees
    Update Employees in Approve
  • Update PO
    Update PO in Approve
  • Update PR
    Update PR in Approve
  • Update Vendor
    Update Vendor in Approve

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

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