Veem + Magentrix Integrations
How to connect Veem + Magentrix
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Updated Inbound Payment StatusTriggers when an inbound payment is updated to a specific status.Trigger- Updated Outbound Payment StatusTriggers when an outbound payment is updated to a specified status.Trigger
- Create ContactCreates a contact.Action
- Request PaymentRequests a payment.Action
- Send PaymentSends a payment. If an attachment is required, the payment will be created as a draft.Action
Entity Records UpdatedTriggers when a record in the entity of your choice has been updated.Trigger- New Document AddedTriggers when a new document is created in Magentrix.Trigger
- New Entity Records AddedTriggers when a new record is added to the entity of your choice.Trigger
- Magentrix
Uploads a new file (document, attachment, or Salesforce file).
Scheduled
Action
- Magentrix
Creates a new record of your chosen Entity Type.
Scheduled
Action
- Magentrix
Deletes a record of your chosen Entity Type.
Scheduled
Action
- Magentrix
Updates an existing file (document, attachment, or Salesforce file).
Scheduled
Action
- Magentrix
Updates a record of your chosen Entity Type.
Scheduled
Action
- Magentrix
Searchess for an entity record.
Scheduled
Action
- Magentrix
Searches for an entity record
Scheduled
Action
How Veem + Magentrix Integrations Work
- Step 1: Authenticate Veem and Magentrix.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Veem
Veem is an online global bank transfer service for you to send & receive payments internationally with ease.
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About Magentrix
Magentrix provides advanced API connections to Salesforce CRM & Microsoft Dynamics which allow you to easily build custom, self-service webpages for customers or partners to access or change account or contact related data.
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