Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

자동화를 해야하는 이유 Anaplan

Plan better with cleaner data
  • Plan better with cleaner data
  • Plan as an organization by sharing insights
  • Unify your data with custom migrations
  • Keep stakeholders in the loop
  • Why these integrations and automations matter:

    Ensure that those making decisions have access to accurate sales and financial data by integrating Anaplan with your CRM and ERP. Then, add approvals in a communication platform like Slack to verify key data points and prevent incorrect data from corrupting your models.
  • Sync sales data

    Sync sales data, like orders and accounts, across platforms by integrating Anaplan with a CRM like Salesforce or Microsoft Dynamics. Delete duplicate entries and standardize regional fields, like the date field, with custom integration logic.
  • Sync financial accounts

    rack spending accounts across your organization for an enterprise-level look at your budget. Integrate Anaplan with an ERP like NetSuite and SAP ERP to sync data and give stakeholders the most up-to-date financial data.
  • Add approvals

    Keep bad data from corrupting your models. Instead, make it easy to verify key information using Workbot, Workato’s platform bot for Slack, Microsoft Teams, and Workplace from Facebook. Workbot lets managers manually approve important data points, like a new order or payment, before they’re factored into your models in Anaplan.

Do everything in one place

Actions

Do this…

Anaplan
  • Custom action
    Custom action in Anaplan (Custom)
  • Download dump file
    Download dump file from Anaplan
  • Download file
    Download file from Anaplan
  • Run deletion Batch
    Run deletion in Anaplan
  • Run data export Batch
    Run data export in Anaplan
  • Run data import Batch
    Run data import in Anaplan
  • Run process Batch
    Run process in Anaplan
  • Upload file
    Upload file to Anaplan
  • Any other action you can think up

Let us tailor your Anaplan integrations

Workato의 놀라운 기능

필요한 만큼 지능형 자동화를 손쉽게 설정하세요.
  • 사용 가능한 수천 개의 템플릿 제공
  • 지능형 자동화로 업무를 가속화하세요.
  • 더 빠르게 해보세요
  • 봇을 만들어 바로 활용하세요

시장을 선도하는 기업들이 Workato를 사용합니다

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관련 솔루션 및 콘텐츠

Anaplan 통합 소개

Anaplan is a business planning software that applies hyperscale computing to your operational insights, forecasts, and business strategies. It makes it possible for your business to extract insights from its data, plan effectively and realistically, and succeed at any scale of complexity.

Anaplan 통합 방법

  • Build business user–owned models to plan, budget, and forecast effectively
  • Monitor performance, drive growth, and pivot quickly with granular insights
  • Stay balanced in shifting markets with Anaplan’s flexible modeling engine

Let’s start automating

Schedule a Demo