Adaptive Insights and PageUp integrations and automations

Do everything in one place

Customize your Adaptive Insights and PageUp integration with the following triggers and actions.

Triggers

When this happens…

Actions

Do this…

Adaptive Insights
  • Custom action
    Custom action in Adaptive Insights (Custom)
  • Custom report
    Custom report values in Adaptive Insights
  • Erase actuals
    Erase actuals in Adaptive Insights
  • Erase data
    Erase data in Adaptive Insights
  • Export configurable model data
    Export configurable model data in Adaptive Insights
  • Export data
    Export data in Adaptive Insights
  • Export modeled sheet
    Export modeled sheet in Adaptive Insights
  • Export object
    Export object in Adaptive Insights
  • Import object
    Import object in Adaptive Insights
  • Recalculate sheet
    Recalculate sheet in Adaptive Insights
  • Upsert object
    Upsert object in Adaptive Insights

    • Any other action you can think up

PageUp
  • Custom action
    Custom action in PageUp (Custom)
  • Create record
    Create record in PageUp
  • Download document
    Download document from PageUp
  • Get record details by ID
    Get details of specific record in PageUp
  • Process offer
    Process offer in PageUp
  • Search records
    Search for records in PageUp
  • Set offer status
    Set offer status in PageUp
  • Submit application
    Submit application in PageUp
  • Reset offer
    Reset offer in PageUp
  • Update record
    Update record in PageUp
  • Upload document
    Upload document to PageUp
  • Upsert record
    Upsert record in PageUp

    • Any other action you can think up

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