IntelligenceBank

Manage new or updated IntelligenceBank records by updating database records in real time

With this practical workflow for IntelligenceBank, stay updated on any changes in your database records. As soon as a record gets added or modified in your IntelligenceBank app, the identical update takes place in the database ensuring data consistency. Save time on manual updates and enjoy improved accuracy in your records management.

When this happens...
New or Updated Database Record
Triggers when a Database Record is added or updated.
TriggerPolling
automatically do this!
Update Database Record
Update an existing Database Record, most likely with input from previous steps.
ActionWrite

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Supported triggers and actions

New Custom Page
Triggers when a new custom page is added to IntelligenceBank.
Trigger
Polling
Try It
- Folder _id
- Search Keywords
Trigger
Polling
Try It
- Resolved
- Source TypeRequired
- Source _id
- Parent MarkUp Comment
- MarkUp Comment Creator
- Keywords
Trigger
Polling
Try It
- Database _id
- Field _id
- Record File Upload Type
- Record File Entry Type
- Approval Revision
- Workflow Approval Status
Trigger
Polling
Try It
- Folder _id
- Search Sub-Folders
- Search Keywords
- Restrict Content Search
- File extension
- Return Friendly Custom Fields Data
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It

- Creator
- Approved
- Completed
- Cancelled
- Type
- Reviewed Item Type
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
Trigger
Polling
Try It
- Folder _id
- Search Sub-Folders
- Search Keywords
- Restrict Content Search
- File extension
- Return Friendly Custom Fields Data
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It

- Creator
- Approved
- Completed
- Cancelled
- Type
- Reviewed Item Type
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
Trigger
Polling
Try It
- Database _idRequired
- Staged Record Submission Status
- Standard Record Submission Status
- Return Friendly Form Data
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It
- Division
- Group
Trigger
Polling
Try It
- Database _idRequired
- Record _idRequired
- Update Record As Draft
Action
Write
- Review TypeRequired
- Document IDRequired
- Product KeyRequired
Action
Write
- TargetRequired
- File NameRequired
- FileRequired
Action
Write
- Template Group _idRequired
- Group NameRequired
- Group Description
Action
Write
- Record File _idRequired
- Field _idRequired
- File NameRequired
- Source Record _idRequired
- Request Comment
- Request TypeRequired
- Required By Date
Action
Write
- Folder _idRequired
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
- File NameRequired
- Remote File NameRequired
- Remote Connector KeyRequired
Action
Write
- Record _idRequired
Action
Write
- File Tmp NameRequired
Action
Write
- Compliance Review IDRequired
Action
Write
- Database _idRequired
- Record _idRequired
- Update Record As DraftRequired
- Owner Groups
- Owner Division
Action
Write
- Resource Name
- Resource IdRequired
- File - TypeRequired
- File - Tmp FilenameRequired
- File - SizeRequired
- File - New NameRequired
- Create New VersionRequired
- New Version Comment
Action
Write
- Workflow Request _idRequired
Action
Write
- Form SourceRequired
Action
Write
- Resource _idRequired
Action
Write
- Resource IDRequired
Action
Write
- Sort by fieldRequired
- Sort orderRequired
- Max Results (1-100)Required
- Custom Page Title to search for
- Custom Page _id to search for
- Custom Page id to search for
- Custom Page Status to search for
- Custom Page Created By User _id to search for
- Custom Page Updated By User _id to search for
Action
Search
- Parent Folder _id
- Sort by FieldRequired
- Sort orderRequired
- Keyword(s) to search for
- Max Results (1-100)Required
Action
Search
- Source TypeRequired
- Source _id
- Creator _id
- Sort by FieldRequired
- Sort orderRequired
- Max Results (1-100)Required
Action
Search
- Database _idRequired
- Sort by Field. Left blank to sort by relevance.Required
- Sort orderRequired
- Max ResultsRequired
- Staged Record Submission Status
- Standard Record Submission Status
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
- 4. Filtering Condition - Field _id
- 4. Filtering Condition - Field Type
- 4. Filtering Condition - Date Range
- 4. Foreign Source _id
- 4. Filtering Condition - Foreign Field _id
- 4. Filtering Condition - Foreign Field Type
- 4. Filtering Condition - Search Value
- 4. Filtering Condition - Operator
- 4. Filtering Condition - Union
- 5. Filtering Condition - Field _id
- 5. Filtering Condition - Field Type
- 5. Filtering Condition - Date Range
- 5. Foreign Source _id
- 5. Filtering Condition - Foreign Field _id
- 5. Filtering Condition - Foreign Field Type
- 5. Filtering Condition - Search Value
- 5. Filtering Condition - Operator
- 5. Filtering Condition - Union
Action
Search
- Sort by fieldRequired
- Sort orderRequired
- Max ResultsRequired
- User Fullname to search for
- User Email to search for
- User _id to search for
- User id to search for
- User Division _id to search for
- User Group _id to search for
- User External Id to search for
- User Status to search for
- Keywords to search for
Action
Search
- Parent Folder _id
- Sort by FieldRequired
- Sort orderRequired
- Keyword(s) to search for
- Max Results (1-100)Required
- Destination Folder _idRequired
- Folder NameRequired
- Folder Description
Action
Search or write

- Database _idRequired
- Staged Record Submission Status
- Standard Record Submission Status
- Return Friendly Form Data
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It
- Search Keywords
Trigger
Polling
Try It
New or Updated Custom Page
Triggers when a custom page is added or updated in IntelligenceBank.
Trigger
Polling
Try It
- Database _idRequired
- Staged Record Submission Status
- Standard Record Submission Status
- Return Friendly Form Data
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It
- Division
- Group
Trigger
Polling
Try It
- Database _id
- Field _id
- File Upload Type
- Record File Trigger Type
- Approval Revision
- Workflow Approval Status
Trigger
Polling
Try It
- Division
- Group
Trigger
Polling
Try It
Updated Custom Page
Triggers when a custom page is updated in IntelligenceBank.
Trigger
Polling
Try It
- Folder _id
- Search Sub-Folders
- Search Keywords
- Restrict Content Search
- File extension
- Return Friendly Custom Fields Data
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It
- Creator
- Approved
- Completed
- Cancelled
- Type
- Reviewed Item Type
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
Trigger
Polling
Try It
- Platform URLRequired
- Email AddressRequired
- PasswordRequired
Action
Write
- Database _idRequired
- Create Record As Draft
- Owner Groups
- Owner Division
Action
Write
- Destination Folder _idRequired
- Folder NameRequired
- Folder Description
Action
Write
- Source _idRequired
- Source TypeRequired
- Message
- XFDF Annotation
- Color
- Id
- Page
- X
- Y
- Type
- Content
- Resource Type
- Start Time
- End Time
Action
Write
- Folder _idRequired
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
- File - TypeRequired
- File - Tmp NameRequired
- File - SizeRequired
- File - Original FilenameRequired
Action
Write
- Folder _idRequired
- Resource URLRequired
- Resource NameRequired
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
Action
Write
- Markup Comment _idRequired
Action
Write
- Compliance Review IDRequired
Action
Write
- Record File ID(s)Required
Action
Write
- Group _idRequired
- Group NameRequired
- Group Description
Action
Write
- Resource _idRequired
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
Action
Write
- Filter _idRequired
Action
Write
- Group _idRequired
Action
Write
- Record _idRequired
Action
Write
- Workflow Request _idRequired
Action
Write
- Sort by FieldRequired
- Sort orderRequired
- Max Results (1-100)
Action
Search
- Sort by fieldRequired
- Sort orderRequired
- Max Results (1-100)Required
- Search Keywords
Action
Search
- Record File _id
- Database _id
- Record _id
- Field _id
- File Upload Type
- Ref
- Approval Revision
- Workflow Approval Status
- Sort by FieldRequired
- Sort orderRequired
- Max Results (1-100)Required
Action
Search
- Folder _id
- Search Sub-Folders
- Sort by FieldRequired
- Sort orderRequired
- Max Results
- Search Keywords
- Search Scope
- File Extension
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
- 4. Filtering Condition - Field _id
- 4. Filtering Condition - Field Type
- 4. Filtering Condition - Date Range
- 4. Filtering Condition - Search Value
- 4. Filtering Condition - Operator
- 4. Filtering Condition - Union
- 5. Filtering Condition - Field _id
- 5. Filtering Condition - Field Type
- 5. Filtering Condition - Date Range
- 5. Filtering Condition - Search Value
- 5. Filtering Condition - Operator
- 5. Filtering Condition - Union
Action
Search
- Creator
- Approved
- Completed
- Cancelled
- Type
- Reviewed Item Type
- Source Item _id
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
- Sort by FieldRequired
- Sort orderRequired
- Max Results (1-100)Required
Action
Search
- Sort by fieldRequired
- Sort orderRequired
- Max Results (1-100)Required
- Search Keywords
- Template Group _idRequired
- Group NameRequired
- Group Description
Action
Search or write

About IntelligenceBank

IntelligenceBank marketing operations software helps content marketers seamlessly manage digital assets, creative content approvals and compliance, and creative project management.

IntelligenceBank

Manage new or updated IntelligenceBank records by updating database records in real time

New Custom Page

New Folder

New Markup Comment

New or Updated Record File

New or Updated Resource

New or Updated Workflow Request

New Resource

New Workflow Request

Updated Database Record

Updated User

Add Record Multi-Upload Field File or URL

Create Compliance Risk Review

Upload File

Create Permission Group

Create Record File Workflow Request

Create Remote Resource File

Delete Database Record

Extract File Metadata

Get Compliance Risk Review Details

Update Database Record

Update Resource File

Update Workflow Request Collaborators

View Custom Form Details

Get Public Link

View Resource Details

Search Custom Pages

Search Folders

Search Markup Comments

Search Database Records

Search Users

Search or Create Folders

New Database Record

New Permission Group

New or Updated Custom Page

New or Updated Database Record

New or Updated User

New Record File Revision

New User

Updated Custom Page

Updated Resource

Updated Workflow Request

Authenticate

Create Database Record

Create Folder

Create Markup Comment

Create Resource

Create URL Resource

Delete Markup Comment

Get Compliance Review Annotated PDF URL

Start Record File Manual Risk Review

Update Permission Group

Update Resource Metadata

View Filter

View Group

View a Record

View Workflow Request

Search Filters

Search Permission Groups

Search Record Upload Files

Search Resources

Search Workflow Requests

Search or Create Groups

About IntelligenceBank

Related categories

Related Zap Templates

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