CRM
Module | Type | Description |
---|---|---|
ActCRM | CloseSource | Optional activity to close a specified source connection. Note: All connections are automatically closed at the end of the job run |
CloseTarget | Optional activity to close a specified target connection. Note: All connections are automatically closed at the end of the job run | |
DeleteRecord | Deletes the specified target record | |
ExecuteStatements | Executes custom SQL statements on a data source | |
GetNextRecord | Gets the next record from the specified source connection | |
InitializeSource | Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity. | |
InitializeTarget | Initializes a connection for saving output data records. | |
LookupRecord | Gets a specific record from a data source | |
MapRecordFields | Sets the values of the specified DataFields in a target connection | |
SaveRecord | Saves the specified target record - (Insert, Update, Upsert, Skipsert) | |
BullhornCRM | CloseSource | Optional activity to close a specified source connection. Note: All connections are automatically closed at the end of the job run |
CloseTarget | Optional activity to close a specified target connection. Note: All connections are automatically closed at the end of the job run | |
DeleteRecord | Deletes the specified target record | |
ExecuteStatements | Executes custom SQL statements on a data source | |
GetNextRecord | Gets the next record from the specified source connection | |
InitializeSource | Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity. | |
InitializeTarget | Initializes a connection for saving output data records. | |
LookupRecord | Gets a specific record from a data source | |
MapRecordFields | Sets the values of the specified DataFields in a target connection | |
SaveRecord | Saves the specified target record - (Insert, Update, Upsert, Skipsert) | |
Dynamics365 | CloseSource | Optional activity to close a specified source connection. Note: All connections are automatically closed at the end of the job run |
CloseTarget | Optional activity to close a specified target connection. Note: All connections are automatically closed at the end of the job run | |
CreateAssociation | Creates an association between two entities based on a navigation property. Set the IncludeNavigationProperties connection property to true in order to use this activity. | |
DeleteRecord | Deletes the specified target record | |
ExecuteStatements | Executes custom SQL statements on a data source | |
GetNextRecord | Gets the next record from the specified source connection | |
InitializeAssociationsSource | Lists associations for a given table and navigation property into a Source. Set the IncludeNavigationProperties connection property to true in order to use this workflow activity. | |
InitializeNavigationPropertiesSource | Lists navigation properties for a given table and the tables they are associated with into a Source. Navigation properties are used by the Association stored procedures. Set the IncludeNavigationProperties connection property to true in order to use this workflow activity. | |
InitializeSource | Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity. | |
InitializeTarget | Initializes a connection for saving output data records. | |
LookupRecord | Gets a specific record from a data source | |
MapRecordFields | Sets the values of the specified DataFields in a target connection | |
SaveRecord | Saves the specified target record - (Insert, Update, Upsert, Skipsert) | |
DynamicsCRM | Assign | Assigns a target record to a user or team |
AssociateRequest | Adds link between two entity instances in a many to many relationship | |
CloseSource | Optional activity to close a specified source connection. Note: All connections are automatically closed at the end of the job run | |
CloseTarget | Optional activity to close a specified target connection. Note: All connections are automatically closed at the end of the job run | |
DeleteRecord | Deletes the specified target record | |
DisassociateRequest | Removes a link between two entity instances in a many to many relationship | |
ExecuteStatements | Executes custom SQL statements on a data source | |
ExecuteWorkflow | Executes a Dynamics CRM workflow request | |
GetNextRecord | Gets the next record from the specified source connection | |
InitializeSource | Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity. | |
InitializeTarget | Initializes a connection for saving output data records. | |
LookupRecord | Gets a specific record from a data source | |
MapRecordFields | Sets the values of the specified DataFields in a target connection | |
SaveRecord | Saves the specified target record - (Insert, Update, Upsert, Skipsert) | |
SetState | Sets the state and the status of an entity instance | |
Highrise | CloseSource | Optional activity to close a specified source connection. Note: All connections are automatically closed at the end of the job run |
CloseTarget | Optional activity to close a specified target connection. Note: All connections are automatically closed at the end of the job run | |
DeleteRecord | Deletes the specified target record | |
ExecuteStatements | Executes custom SQL statements on a data source | |
GetNextRecord | Gets the next record from the specified source connection | |
InitializeSource | Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity. | |
InitializeTarget | Initializes a connection for saving output data records. | |
LookupRecord | Gets a specific record from a data source | |
MapRecordFields | Sets the values of the specified DataFields in a target connection | |
SaveRecord | Saves the specified target record - (Insert, Update, Upsert, Skipsert) | |
OracleSalesCloud | CloseSource | Optional activity to close a specified source connection. Note: All connections are automatically closed at the end of the job run |
CloseTarget | Optional activity to close a specified target connection. Note: All connections are automatically closed at the end of the job run | |
DeleteRecord | Deletes the specified target record | |
ExecuteStatements | Executes custom SQL statements on a data source | |
GetNextRecord | Gets the next record from the specified source connection | |
InitializeSource | Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity. | |
InitializeTarget | Initializes a connection for saving output data records. | |
LookupRecord | Gets a specific record from a data source | |
MapRecordFields | Sets the values of the specified DataFields in a target connection | |
SaveRecord | Saves the specified target record - (Insert, Update, Upsert, Skipsert) | |
Salesforce | CloseSource | Optional activity to close a specified source connection. Note: All connections are automatically closed at the end of the job run |
CloseTarget | Optional activity to close a specified target connection. Note: All connections are automatically closed at the end of the job run | |
ConvertLead | Converts a Lead into an Account, Contact, or (optionally) an Opportunity. | |
DeleteRecord | Deletes the specified target record | |
DownloadAttachment | Downloads the attachment or attachments associated with a specific object | |
DownloadDocument | Downloads the selected document or documents | |
ExecuteStatements | Executes custom SQL statements on a data source | |
GetNextRecord | Gets the next record from the specified source connection | |
GetUserInformation | Retrieves personal information for the user associated with the current session. | |
InitializeDeletedSource | Initializes a source of deleted records within the given timespan for the specified object. Records can be iterated using the GetNextRecord activity. | |
InitializeSource | Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity. | |
InitializeTarget | Initializes a connection for saving output data records. | |
InitializeUpdatedSource | Initializes a source of updated records within the given timespan for the specified object. Records can be iterated using the GetNextRecord activity. | |
LookupRecord | Gets a specific record from a data source | |
MapRecordFields | Sets the values of the specified DataFields in a target connection | |
Merge | Combines up to 3 records of the same type into 1 record. | |
SaveRecord | Saves the specified target record - (Insert, Update, Upsert, Skipsert) | |
Undelete | Restores a deleted record from the RecycleBin | |
UploadAttachment | Uploads an attachment and associates it with an object in Salesforce | |
UploadDocument | Uploads a document in Salesforce | |
SAPHybrisC4C | CloseSource | Optional activity to close a specified source connection. Note: All connections are automatically closed at the end of the job run |
CloseTarget | Optional activity to close a specified target connection. Note: All connections are automatically closed at the end of the job run | |
DeleteRecord | Deletes the specified target record | |
ExecuteStatements | Executes custom SQL statements on a data source | |
GetNextRecord | Gets the next record from the specified source connection | |
InitializeSource | Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity. | |
InitializeTarget | Initializes a connection for saving output data records. | |
LookupRecord | Gets a specific record from a data source | |
MapRecordFields | Sets the values of the specified DataFields in a target connection | |
SaveRecord | Saves the specified target record - (Insert, Update, Upsert, Skipsert) | |
SugarCRM | CloseSource | Optional activity to close a specified source connection. Note: All connections are automatically closed at the end of the job run |
CloseTarget | Optional activity to close a specified target connection. Note: All connections are automatically closed at the end of the job run | |
DeleteRecord | Deletes the specified target record | |
ExecuteStatements | Executes custom SQL statements on a data source | |
GetNextRecord | Gets the next record from the specified source connection | |
InitializeSource | Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity. | |
InitializeTarget | Initializes a connection for saving output data records. | |
LookupRecord | Gets a specific record from a data source | |
MapRecordFields | Sets the values of the specified DataFields in a target connection | |
SaveRecord | Saves the specified target record - (Insert, Update, Upsert, Skipsert) | |
SuiteCRM | CloseSource | Optional activity to close a specified source connection. Note: All connections are automatically closed at the end of the job run |
CloseTarget | Optional activity to close a specified target connection. Note: All connections are automatically closed at the end of the job run | |
DeleteRecord | Deletes the specified target record | |
ExecuteStatements | Executes custom SQL statements on a data source | |
GetNextRecord | Gets the next record from the specified source connection | |
InitializeSource | Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity. | |
InitializeTarget | Initializes a connection for saving output data records. | |
LookupRecord | Gets a specific record from a data source | |
MapRecordFields | Sets the values of the specified DataFields in a target connection | |
SaveRecord | Saves the specified target record - (Insert, Update, Upsert, Skipsert) | |
VeevaCRM | CloseSource | Optional activity to close a specified source connection. Note: All connections are automatically closed at the end of the job run |
CloseTarget | Optional activity to close a specified target connection. Note: All connections are automatically closed at the end of the job run | |
ConvertLead | Converts a Lead into an Account, Contact, or (optionally) an Opportunity. | |
DeleteRecord | Deletes the specified target record | |
DownloadAttachment | Downloads the attachment or attachments associated with a specific object | |
DownloadDocument | Downloads the selected document or documents | |
ExecuteStatements | Executes custom SQL statements on a data source | |
GetNextRecord | Gets the next record from the specified source connection | |
GetUserInformation | Retrieves personal information for the user associated with the current session. | |
InitializeDeletedSource | Initializes a source of deleted records within the given timespan for the specified object. Records can be iterated using the GetNextRecord activity. | |
InitializeSource | Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity. | |
InitializeTarget | Initializes a connection for saving output data records. | |
InitializeUpdatedSource | Initializes a source of updated records within the given timespan for the specified object. Records can be iterated using the GetNextRecord activity. | |
LookupRecord | Gets a specific record from a data source | |
MapRecordFields | Sets the values of the specified DataFields in a target connection | |
Merge | Combines up to 3 records of the same type into 1 record. | |
SaveRecord | Saves the specified target record - (Insert, Update, Upsert, Skipsert) | |
Undelete | Restores a deleted record from the RecycleBin | |
UploadAttachment | Uploads an attachment and associates it with an object in Salesforce | |
UploadDocument | Uploads a document in Salesforce | |
ZohoCRM | CloseSource | Optional activity to close a specified source connection. Note: All connections are automatically closed at the end of the job run |
CloseTarget | Optional activity to close a specified target connection. Note: All connections are automatically closed at the end of the job run | |
DeleteRecord | Deletes the specified target record | |
ExecuteStatements | Executes custom SQL statements on a data source | |
GetNextRecord | Gets the next record from the specified source connection | |
InitializeSource | Initializes a connection for reading data records. Records can be iterated using the GetNextRecord activity. | |
InitializeTarget | Initializes a connection for saving output data records. | |
LookupRecord | Gets a specific record from a data source | |
MapRecordFields | Sets the values of the specified DataFields in a target connection | |
SaveRecord | Saves the specified target record - (Insert, Update, Upsert, Skipsert) |
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