Veeva CRM and Workforce integrations and automations

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Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Do everything in one place

Triggers

When this happens…

Veeva CRM

Object created
Object created in Veeva CRM
Daily object review
Daily Object review in Veeva CRM
Object created/updated
Object created/updated in Veeva CRM

Any other trigger you can think up

Actions

Do this…

Veeva CRM

Custom action
Custom action in Veeva CRM (Custom)
Create object
Create object in Veeva CRM
Get related objects Batch
Get related object list in Veeva CRM
Search objects Batch
Search for objects in Veeva CRM
Update object
Update object in Veeva CRM

Any other action you can think up

Workforce

Approves the time-off request
Approves the time-off request in Workforce
Changes a time-off request status
Changes a time-off request status in Workforce
Get leave balance by employee
Get leave balance by employee in Workforce
Get periods by employee
Get periods by employee in Workforce
Gets details for a time off request
Gets details for a time off request in Workforce
Get version
Get version in Workforce
Rejects the time-off request
Rejects the time-off request in Workforce
Submits a time off request
Submits a time off request in Workforce
Validate token
Validate token in Workforce

Any other action you can think up

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