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Customize your eTapestry and Percolate integration with the following triggers and actions.

Triggers

When this happens…

eTapestry
  • Account created
    Account created in eTapestry
  • Account updated
    Account updated in eTapestry
  • Any other trigger you can think up

Percolate
  • Deleted object Real-time
    Deleted object in Percolate
  • New object Real-time
    New object in Percolate
  • New or Updated object Real-time
    New or updated object in Percolate
  • Any other trigger you can think up

Actions

Do this…

eTapestry
  • Add account
    Add new account in eTapestry
  • Add contact
    Add new contact in eTapestry
  • Add gift
    Add new gift in eTapestry
  • Search accounts Batch
    Search accounts in eTapestry
  • Update account
    Update account in eTapestry
  • Any other action you can think up

Percolate
  • Custom action
    Custom action in Percolate (Custom)
  • Check content workflow step
    Check content workflow step in Percolate
  • Copy asset
    Copy an asset in Percolate
  • Create object
    Create a object in Percolate
  • Custom action
    Custom action in Percolate
  • Download asset
    Download an asset in Percolate
  • Get object details by ID
    Get object details by ID in Percolate
  • Search objects Batch
    Search for objects in Percolate
  • Update object
    Update a object in Percolate
  • Update object's production workflow step
    Update object's production workflow step in Percolate
  • Upload asset
    Upload an asset in Percolate
  • Any other action you can think up

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