TrackVia and Message template by Workato integrations and automations

Do everything in one place

Customize your TrackVia and Message template by Workato integration with the following triggers and actions.

Triggers

When this happens…

TrackVia
  • Deleted record Real-time
    Deleted record from view in TrackVia
  • New record Real-time
    New record added to view in TrackVia
  • Updated record Real-time
    Updated record in TrackVia view

    • Any other trigger you can think up

Actions

Do this…

TrackVia
  • Custom action
    Custom action in TrackVia (Custom)
  • Create record
    Create record in TrackVia
  • Create user
    Create user in TrackVia
  • Delete all records in view
    Delete all records from a view in TrackVia
  • Delete record
    Delete record in TrackVia
  • Get all view records Batch
    Get all records from a view in TrackVia
  • Get file from record
    Get file from a record in TrackVia
  • Get record
    Get record in TrackVia
  • Update record
    Update record in TrackVia
  • Upload file to a record
    Upload file to a record in TrackVia

    • Any other action you can think up

Message template by Workato
  • Create message
    Create message using template

    • Any other action you can think up

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