Veeva CRM and Workbot for Workplace との統合と自動化

Veeva CRM and Workbot for Workplace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…

Veeva CRM
  • Object created
    Object created in Veeva CRM
  • Daily object review
    Daily Object review in Veeva CRM
  • Object created/updated
    Object created/updated in Veeva CRM

    • Any other trigger you can think up

Workbot for Workplace
  • New command Real-time
    New command to Workplace Workbot

    • Any other trigger you can think up

Actions

Do this…

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

    • Any other action you can think up

Workbot for Workplace
  • Custom action
    Custom action in Workbot for Workplace (Custom)
  • Post attachment
    Post attachment as Workbot
  • Post message
    Post message as Workplace Workbot
  • Post message
    Post reply as Workplace Workbot>
  • Post simple message
    Post simple message as Workplace Workbot
  • Post simple reply
    Post simple reply as Workplace Workbot

    • 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