CRM
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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