Ratings
4.9
Peer Insights™
100%
Customer Recommendation
Total
100+
active users
Avg
2 min
to connect
Custom connections
Available
via HTTP connector
Build powerful workflows, fast
Triggers
When this happens…
Neto
- New CustomerNew customer in Neto
- New Order/QuoteNew order/quote in Neto
- Updated CustomerUpdated customer in Neto
- Updated OrderUpdated order in Neto
- Updated Order StatusUpdated order status in Neto
Any other trigger you can think up
Actions
Do this…
Hello Sign
- Add user access to templateAdd user access to template in HelloSign.
- Add user to teamInvite a user to your team in HelloSign.
- Cancel signature requestCancel an incomplete signature request in HelloSign.
- Create recordCreate record in HelloSign
- Custom actionCustom action in HelloSign
- Delete recordDelete record in HelloSign
- Get record detailsGet specific details of record in HelloSign
- Remove signature request accessRemove signature request access in HelloSign.
- Remove user access to templateRemove user access to template in HelloSign.
- Remove user to teamRemove a user from team in HelloSign.
- Search recordsSearch for records in HelloSign
- Send signature requestSend a signature request with the submitted documents in HelloSign.
- Send signature request reminderSend a signature request reminder in HelloSign.
- Send signature request with templateSend a signature request based off a template in HelloSign.
- Update recordUpdate record in HelloSign
Any other action you can think up
Neto
- Custom actionCustom action in Neto (Custom)
- Get CustomerRetrieve customer details from Neto based on Username or Email.
- Get OrdersGet Orders
- Get RMA'sUse this call to return a list of RMA's (Return Merchadise Authorisations) that are active in your system.
- Update CustomerUpdate customer details in Neto.
- Update Order StatusUpdates the status of an order by providing only the required fields.
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