Conga 통합과 자동화

다양한 솔루션을 매끄럽게 연결하세요. Workato로 워크플로를 자동화하고 효율성을 향상시켜 보세요.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

시장을 선도하는 기업들이 Workato를 사용합니다

자동화를 해야하는 이유 Conga

Quote to cash

Quote to cash
Revenue management
Order to cash
Human capital management

Why these integrations and automations matter:

Conga can help streamline your Q2C process. Integrate Conga with your chat app, email provider, and CRM so that Workato can do the heavy lifting between different applications.
Approve quotes.

Integrate Conga with chat apps like Slack and Microsoft Teams to create a quote approval alert in Slack when you request a quote approval in Conga.
Process quotes.

Integrate Conga with CRMs like Salesforce and Microsoft Dynamics to add quotes to your CRM as soon as they’ve been approved in Conga or your chat app.
Generate confirmation emails.

When you approve a quote in Conga, automatically send a confirmation email using email programs like Microsoft Outlook and Gmail.

Streamline your Conga integrations

통합과 자동화

Build powerful workflows, fast

Triggers

When this happens…

Conga

New/updated record
New/updated record in Conga

Any other trigger you can think up

Actions

Do this…

Conga

Custom action
Custom action in Conga (Custom)
Create record
Create new record in Conga
Download document based on document ID
Download document based on fully signed ID in Conga
Generate a document record
Generates a new contract document record in Conga
Get record by ID
Get record by ID in Conga
Query records
Query records from Conga
Search records
Search records from Conga
Send email
Send email in Conga
Update record
Update existing record in Conga

Any other action you can think up

Workato의 놀라운 기능

사용 가능한 수천 개의 템플릿 제공
지능형 자동화로 업무를 가속화하세요.
더 빠르게 해보세요
봇을 만들어 바로 활용하세요

Streamline your Conga integrations

Conga 통합 소개

Congaactive-directory helps you streamline your sales and revenue processes in Salesforce. It lets your business set up operational processes that support customer engagement, configure price quote (CPQ), contract lifecycle management (CLM), and the commercial operations lifecycle.

Conga 통합 방법

Collect fast, efficient, and secure eSignatures with Conga Sign.
Create repeatable processes in Salesforce using Conga Orchestrate.
Navigate, visualize, and manage Salesforce data in Conga Grid.
Use Conga Approvals for prices, promotions, discounts, terms, clauses, and more.