Customer Relationship Management (CRM)

Copper

Copper is a CRM tool designed for Google Apps users. This tool can be easily used to manage opportunities and leads. It helps you to track the past activity of each contact while managing their future activity as well.

Availability: Workflows only

Triggers

Actions

Gainsight

Gainsight integrates with Salesforce and uses the sales data, surveys, support tickets, usage logs, and other sources of customer intelligence to turn customer retention into an automated, data-driven process.

Availability: Workflows and FlowServices

Actions

Custom Actions

Gainsight connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other predefined actions do.

To know more about how to create custom actions, see Creating Custom Actions.

Freshsales

Freshsales is a leading CRM platform that lets you create and manage your customer communications with ease.

Availability: Workflows only

Triggers

Actions

Help Scout

Help Scout is a CRM platform that enables you to easily send targeted messages to customers, keep track of customer data, and make informed decisions with help of built-in reports feature.

Availability: Workflows only

Actions

Intercom

Intercom offers an innovative CRM application that lets business owners interact with customers. It lets you create and manage contacts, leads, tasks,and accounts and tracks status of each lead.

Availability: Workflows only

Triggers

Actions

Common Questions

Nexmo SMS

Nexmo is a Communications Platform as a Service (CPaaS) that lets you communicate with other users through cloud-hosted voice, SMS, and chat services.

Availability: Workflows only

Triggers

Actions

Common Questions

Nexmo Voice

Nexmo is a Communications Platform as a Service (CPaaS) that lets you communicate with other users through cloud-hosted voice, SMS, and chat services.

Availability: Workflows only

Actions

Common Questions

Nimble

Nimble offers sales force automation and social CRM solution for small and mid-sized enterprises.

Availability: Workflows only

Actions

OrangeHRM

OrangeHRM is an open-source resource management tool for SMBs as well as enterprises.

Availability: Workflows only

Actions

Quickbooks Online

QuickBooks Online is an online accounting software that manages accounts, payments, and payroll functions.

Availability: Workflows only

Triggers

Actions

  • Create Bill: Create a new bill
  • Create Customer: Create a new customer
  • Create Department: Create a new department
  • Create Employee: Create a new Employee
  • Create Estimate: Create a new Estimate
  • Create Invoice: Create a new invoice
  • Create Item: Create a new item
  • Create Purchase Order: Create a new purchase order
  • Create Sales Receipt: Create a new sales receipt
  • Create Vendor: Create a new vendor
  • Get Customer Details: Retrieve the details of the specified customer
  • Get Department Details: Retrieve the details of the specified department
  • Get Employee Details: Retrieve the details of the specified employee
  • Get Invoice Details: Retrieve the details of the specified invoice
  • Get Item Details: Retrieve the details of the specified item
  • Get Purchase Order: Retrieve the details of the specified purchase order
  • Common Questions

    How to enable and view departments in Quickbooks?

    To enable departments feature for your Quickbooks Online account, follow the steps given below:

    1. After you have signed in to your Quickbooks Online account, click on Settings (Gear) icon located at the top right side of the window and select Company Settings option from the list of options that appear.

      This will redirect you to the Settings window.

    2. Click on the Edit icon given against Categories field and select the checkbox for Track Locations option. A drop-down list for Location Label will appear. Select Department from the list and click on Save.

      This will enable the departments feature for your Quickbooks Online account.

    To view the departments, follow the steps given below:

    1. After you have signed in to your Quickbooks Online account, click on Settings (Gear) icon located at the top right side of the window and select All Lists option from the list of options that appear.

      This will redirect you to a new window.

    2. Click on Departments option to see the list of all departments of your Quickbooks Online account

    Salesforce CRM - SOAP

    Salesforce CRM provides cloud computing as well as social enterprise Software-as-a-Service (SaaS).

    Availability: Workflows and FlowServices

    Triggers

    Actions

    Custom Actions

    Salesforce CRM connector lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

    To know more about how to create custom actions, click here.

    Salesforce CRM - REST

    Salesforce CRM is a leading CRM platform that lets you easily create and manage your customer records.

    Availability: Workflows and FlowServices

    API Versions: 45, 48, 51

    API Types: REST

    Authentication and Authorization: OAuth flows (Code Authorization flow, OAuth + JWT Token support and so on)

    Key Capabilities: $expand, $filter, Custom Fields Support, Salesforce Multi-Object

    Prerequisites:

    Triggers

    Actions

    Custom Actions

    Salesforce CRM - REST connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

    To know more about how to create custom actions, click here.

    Salesforce CRM - REST (Deprecated)

    IMPORTANT NOTES

  • Deprecated connectors will continue to work as before and are fully supported by Software AG.
  • If you are using deprecated connectors in your existing Workflows and/or FlowServices, they will work as expected.
  • No new feature enhancements will be made for deprecated connectors.
  • If you are creating new Workflows or FlowServices, it is recommended to use the provided alternative connectors instead of the deprecated connectors.
  • The deprecation is applicable only for Actions.
  • The deprecation is not applicable for Triggers, that is, Triggers are supported for both deprecated and alternative connectors. For the list of triggers, see the documentation for alternative connectors.

  • Salesforce CRM is a leading CRM platform that lets you easily create and manage your customer records. To use Salesforce CRM - REST actions and triggers, ensure that you are on one of the following editions:

    Click here for more information on Salesforce CRM - REST Editions.

    Availability: Workflows only

    Actions

    Salesforce Bulk Data Loader

    The Salesforce Bulk Data Loader connector provides support for Job and Batch resources. You can create, update, delete, query jobs and batches, as well as operate on large amounts of records asynchronously using batches, which are processed by Salesforce in the background.

    Availability: FlowServices

    API Versions: 44, 48

    API Types: REST

    Authentication and Authorization: Credentials, OAuth 2.0, JWT

    Key Capabilities: Custom Fields Support, $filter

    Prerequisites:

    Actions

    Custom Actions

    Salesforce Bulk Data Loader connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

    To know more about how to create custom actions, click here.

    Salesforce Bulk v2 Data Loader

    The Bulk API v2.0 provides a simple interface to quickly load large amount of the organization’s data into the Salesforce system and bulk query the information using the APIs provided in the connector.

    Availability: FlowServices only

    API Versions: 44, 48

    API Types: REST

    Authentication and Authorization: OAuth 2.0

    Key Capabilities: $expand, $filter

    Prerequisites:

    Actions

    Custom Actions

    Salesforce Bulk v2 Data Loader connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

    To know more about how to create custom actions, click here.

    SAP Cloud for Customer (C4C) OData v2.0

    SAP Cloud for Customer (C4C) including SAP Cloud for Sales, SAP Cloud for Service, and SAP Cloud for Social Engagement solutions allows you to do standard CRUD operations on business objects by connecting to the OData Service endpoint using the REST interface.

    Availability: Workflows and FlowServices

    Actions

    Custom Actions

    SAP Cloud for Customer (C4C) OData v2.0 connector lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

    To know more about how to create custom actions, click here.

    SoftVu

    SoftVu provides marketing automation solutions that help businesses streamline their marketing communication processes.

    Availability: Workflows only

    Actions

    SugarCRM

    SugarCRM is the leading CRM tool that lets you create and manage your customer records efficiently. You can add and update the details of various accounts, contacts, lead, and opportunities and can fetch their details quickly.

    Availability: Workflows only

    Triggers

    Zendesk (Deprecated)

    IMPORTANT NOTES

  • Deprecated connectors will continue to work as before and are fully supported by Software AG.
  • If you are using deprecated connectors in your existing Workflows and/or FlowServices, they will work as expected.
  • No new feature enhancements will be made for deprecated connectors.
  • If you are creating new Workflows or FlowServices, it is recommended to use the provided alternative connectors instead of the deprecated connectors.
  • The deprecation is applicable only for Actions.
  • The deprecation is not applicable for Triggers, that is, Triggers are supported for both deprecated and alternative connectors. For the list of triggers, see the documentation for alternative connectors.

  • Zendesk is a cloud-based customer service platform for enterprises. It allows you to create and manage organizations, and create and update tickets for the specified organizations.

    Availability: Workflows only

    Actions

    Zendesk

    Zendesk is a cloud-based customer service platform for enterprises. It allows you to create and manage organizations, and create and update tickets for the specified organizations.

    Availability: Workflows and FlowServices

    Triggers

    Custom Actions

    Zendesk connector lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

    To know more about how to create custom actions, click here.

    Zoho CRM

    Zoho CRM is a web-based CRM application that gives you an all-round view of your sales, marketing, inventory, customer support, and more.

    Availability: Workflows only

    Triggers

    Actions