ContractS CLM and Crelate 통합과 자동화

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

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

시장을 선도하는 기업들이 Workato를 사용합니다

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Build Powerful Workflows, fast

Triggers

When this happens…

ContractS CLM
  • 承認依頼が新規作成/更新されたら
    承認依頼がContractSで新規作成/更新されたら
  • 契約書が新規作成/更新されたら
    契約書がContractSで新規作成/更新されたら

    • Any other trigger you can think up

Actions

Do this…

ContractS CLM
  • 承認フローステップの名前を削除
    承認フローステップの名前を削除 in Contract S
  • 承認依頼の取り下げ
    承認依頼の取り下げ in Contract S
  • 締結者の削除
    締結者の削除 in Contract S
  • リマインダー設定の削除
    リマインダー設定の削除 in Contract S
  • 承認フローの一覧を取得
    承認フローの一覧を取得 in Contract S
  • 承認フローを取得
    承認フローを取得 in Contract S
  • 承認依頼の一覧を取得
    承認依頼の一覧を取得 in Contract S
  • 承認依頼を取得
    承認依頼を取得 in Contract S
  • チャネルの一覧を取得
    チャネルの一覧を取得 in Contract S
  • 契約書詳細情報一覧の取得
    契約書詳細情報一覧の取得 in Contract S
  • 契約書詳細情報の取得
    契約書詳細情報の取得 in Contract S
  • 契約書のダウンロード
    契約書のダウンロード in Contract S
  • 契約書のプロパティ取得
    契約書のプロパティ取得 in Contract S
  • 契約項目セット情報を取得
    契約項目セット情報を取得 in Contract S
  • グループ一覧を取得
    グループ一覧を取得 in Contract S
  • テンプレート一覧を取得
    テンプレート一覧を取得 in Contract S
  • ユーザーの一覧を取得
    ユーザーの一覧を取得 in Contract S
  • ファイルから契約書を作成
    ファイルから契約書を作成 in Contract S
  • テンプレートから契約書を作成
    テンプレートから契約書を作成 in Contract S
  • 承認者の更新
    承認者の更新 in Contract S
  • 締結者の更新
    締結者の更新 in Contract S
  • リマインダーの登録
    リマインダーの登録 in Contract S
  • 承認フローステップの名前を変更
    承認フローステップの名前を変更 in Contract S
  • 承認をする
    承認をする in Contract S
  • 差戻しをする
    差戻しをする in Contract S
  • 当事者情報の更新
    当事者情報の更新 in Contract S
  • 契約項目セットと値の更新
    契約項目セットと値の更新 in Contract S
  • プリセット項目の更新
    プリセット項目の更新 in Contract S
  • 契約書のプロパティ更新
    契約書のプロパティ更新 in Contract S
  • 関連契約書の更新
    関連契約書の更新 in Contract S
  • リマインダー情報の更新
    リマインダー情報の更新 in Contract S
  • サマリーの更新
    サマリーの更新 in Contract S
  • Custom action
    Custom action in ContractS (Custom)
  • タスクの一覧を取得
    タスクの一覧を取得 in Contract S
  • 契約書の紐づく外部キーの更新
    契約書の紐づく外部キーの更新 in Contract S
  • base64形式のPDFファイルを締結済みでアップロード(ファイルサイズの上限は10MB)
    base64形式のPDFファイルを締結済みでアップロード(ファイルサイズの上限は10MB) in Contract S
  • binary形式のPDFファイルを締結済みでアップロード(ファイルサイズの上限は10MB)
    binary形式のPDFファイルを締結済みでアップロード(ファイルサイズの上限は10MB) in Contract S

    • Any other action you can think up

Crelate
  • approve application
    approve application in Crelate AP i reference
  • set application as spam
    set application as spam in Crelate AP i reference
  • mark application as spam
    mark application as spam in Crelate AP i reference
  • retrieve activities for a company
    retrieve activities for a company in Crelate AP i reference
  • retrieve activities for a contact
    retrieve activities for a contact in Crelate AP i reference
  • send form request
    send form request in Crelate AP i reference
  • Create
    Create in Crelate AP i reference
  • delete company
    delete company in Crelate AP i reference
  • delete attachment
    delete attachment in Crelate AP i reference
  • delete note
    delete note in Crelate AP i reference
  • delete task
    delete task in Crelate AP i reference
  • delete contact
    delete contact in Crelate AP i reference
  • remove contact from job
    remove contact from job in Crelate AP i reference
  • remove from job
    remove from job in Crelate AP i reference
  • delete job
    delete job in Crelate AP i reference
  • delete job posting
    delete job posting in Crelate AP i reference
  • Delete
    Delete in Crelate AP i reference
  • download export
    download export in Crelate AP i reference
  • Enable
    Enable in Crelate AP i reference
  • Ensure
    Ensure in Crelate AP i reference
  • retrieve companies by list id
    retrieve companies by list id in Crelate AP i reference
  • retrieve applications
    retrieve applications in Crelate AP i reference
  • retrieve applications by status
    retrieve applications by status in Crelate AP i reference
  • retrieve attachment
    retrieve attachment in Crelate AP i reference
  • retrieve notes
    retrieve notes in Crelate AP i reference
  • retrieve tasks
    retrieve tasks in Crelate AP i reference
  • retrieve exports
    retrieve exports in Crelate AP i reference
  • retrieve applicant sources
    retrieve applicant sources in Crelate AP i reference
  • retrieve application
    retrieve application in Crelate AP i reference
  • retrieve application content
    retrieve application content in Crelate AP i reference
  • retrieve application record statuses
    retrieve application record statuses in Crelate AP i reference
  • retrieve application statuses
    retrieve application statuses in Crelate AP i reference
  • retrieve available time entry formats
    retrieve available time entry formats in Crelate AP i reference
  • retrieve company
    retrieve company in Crelate AP i reference
  • retrieve attachment content
    retrieve attachment content in Crelate AP i reference
  • retrieve company lists
    retrieve company lists in Crelate AP i reference
  • retrieve note
    retrieve note in Crelate AP i reference
  • retrieve company record statuses
    retrieve company record statuses in Crelate AP i reference
  • retrieve task
    retrieve task in Crelate AP i reference
  • retrieve contact
    retrieve contact in Crelate AP i reference
  • retrieve contacts by email
    retrieve contacts by email in Crelate AP i reference
  • retrieve jobs
    retrieve jobs in Crelate AP i reference
  • retrieve contact lists
    retrieve contact lists in Crelate AP i reference
  • retrieve contact record statuses
    retrieve contact record statuses in Crelate AP i reference
  • retrieve contacts by date range
    retrieve contacts by date range in Crelate AP i reference
  • retrieve contacts by list id
    retrieve contacts by list id in Crelate AP i reference
  • retrieve attachment types
    retrieve attachment types in Crelate AP i reference
  • retrieve custom fields
    retrieve custom fields in Crelate AP i reference
  • retrieve eeoc pass reasons
    retrieve eeoc pass reasons in Crelate AP i reference
  • retrieves all emails from a contact
    retrieves all emails from a contact in Crelate AP i reference
  • retrieve export
    retrieve export in Crelate AP i reference
  • get form info
    get form info in Crelate AP i reference
  • get form request templates
    get form request templates in Crelate AP i reference
  • get form responses
    get form responses in Crelate AP i reference
  • retrieve job
    retrieve job in Crelate AP i reference
  • retrieve application attachment content
    retrieve application attachment content in Crelate AP i reference
  • retrieve contacts on a job [v1]
    retrieve contacts on a job [v1] in Crelate AP i reference
  • retrieve contacts [v2]
    retrieve contacts [v2] in Crelate AP i reference
  • retrieve job lists
    retrieve job lists in Crelate AP i reference
  • retrieve placements
    retrieve placements in Crelate AP i reference
  • retrieve job posting
    retrieve job posting in Crelate AP i reference
  • retrieve job postings
    retrieve job postings in Crelate AP i reference
  • retrieve all jobs
    retrieve all jobs in Crelate AP i reference
  • retrieve jobs by list id
    retrieve jobs by list id in Crelate AP i reference
  • retrieve opportunity types
    retrieve opportunity types in Crelate AP i reference
  • retrieve recent companies
    retrieve recent companies in Crelate AP i reference
  • retrieve recent contacts
    retrieve recent contacts in Crelate AP i reference
  • retrieve recent job postings
    retrieve recent job postings in Crelate AP i reference
  • retrieve recent jobs
    retrieve recent jobs in Crelate AP i reference
  • retrieve tag categories
    retrieve tag categories in Crelate AP i reference
  • retrieve workflow statuses
    retrieve workflow statuses in Crelate AP i reference
  • retrieve workflow types
    retrieve workflow types in Crelate AP i reference
  • is delivery type claimed
    is delivery type claimed in Crelate AP i reference
  • Is Duplicate Name
    Is Duplicate Name in Crelate AP i reference
  • retrieve activities for a job
    retrieve activities for a job in Crelate AP i reference
  • create company
    create company in Crelate AP i reference
  • create attachment
    create attachment in Crelate AP i reference
  • create note
    create note in Crelate AP i reference
  • create task
    create task in Crelate AP i reference
  • create contact
    create contact in Crelate AP i reference
  • append job
    append job in Crelate AP i reference
  • appends email to a contact
    appends email to a contact in Crelate AP i reference
  • create job
    create job in Crelate AP i reference
  • add contact to job
    add contact to job in Crelate AP i reference
  • create job posting
    create job posting in Crelate AP i reference
  • update contact
    update contact in Crelate AP i reference
  • update task
    update task in Crelate AP i reference
  • update company
    update company in Crelate AP i reference
  • update note
    update note in Crelate AP i reference
  • update job
    update job in Crelate AP i reference
  • update contact stage
    update contact stage in Crelate AP i reference
  • reject application
    reject application in Crelate AP i reference
  • replace access
    replace access in Crelate AP i reference
  • create export
    create export in Crelate AP i reference
  • resend form request
    resend form request in Crelate AP i reference
  • retrieve default delivery types for opportunity type
    retrieve default delivery types for opportunity type in Crelate AP i reference
  • retrieve opportunity delivery types
    retrieve opportunity delivery types in Crelate AP i reference
  • Retrieve Available Delivery Types
    Retrieve Available Delivery Types in Crelate AP i reference
  • Retrieve
    Retrieve in Crelate AP i reference
  • Is Claimed
    Is Claimed in Crelate AP i reference
  • Retrieve Placements With Access
    Retrieve Placements With Access in Crelate AP i reference
  • revoke access
    revoke access in Crelate AP i reference
  • search job postings
    search job postings in Crelate AP i reference
  • update job posting
    update job posting in Crelate AP i reference
  • update opportunity delivery types
    update opportunity delivery types in Crelate AP i reference
  • Update
    Update in Crelate AP i reference
  • Update the Children Type Meanings
    Update the Children Type Meanings in Crelate AP i reference
  • set company profile picture
    set company profile picture in Crelate AP i reference
  • set contact profile picture
    set contact profile picture in Crelate AP i reference
  • grant access
    grant access in Crelate AP i reference
  • retrieve delivery types list
    retrieve delivery types list in Crelate AP i reference

    • Any other action you can think up

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