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)