Vlocity integrations and automations

Do everything in one place

Customize your Vlocity integration with the following triggers and actions.

Triggers

When this happens…

Vlocity
  • Object created
    Object created in Vlocity
  • Daily object review
    Daily Object review in Vlocity
  • Object created/updated
    Object created/updated in Vlocity

    • Any other trigger you can think up

Actions

Do this…

Vlocity
  • Custom action
    Custom action in Vlocity (Custom)
  • Create object
    Create object in Vlocity
  • Get related objects Batch
    Get related object list in Vlocity
  • Search objects Batch
    Search for objects in Vlocity
  • Update object
    Update object in Vlocity

    • Any other action you can think up

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