The Custom Action action allows you to automatically configure HTTPS API requests to, send Account or People data to a partner, or trigger an event in the partner’s system. It works with out-of-the-box integrations for Marketo, HubSpot, and Salesforce, as well as with Custom Integrations.
Prerequisites
- You must have a license for Orchestration.
- You must have Admin privileges or be assigned to a permission set that provides access to Orchestration.
- You must create a Custom Action.
Steps
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From the left navigation bar, go to
Orchestration > Automations.
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Create an Automation with Account or Person Member Type.
Tip: You can edit an existing automation by clicking the name of an Automation. - In the left main action panel, select Demandbase > custom action you created. For example, Netskope Destination.
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(Optional) If you toggled on Enable Pushing Lists for the Custom Action, select a static Demandbase list from the drop-down to push records to.
Tip: To see the list, click Go to List. - Connect the sub-action node to the Set Automation Flow main action node.
- In the Set Automation Flow main action node, define the population and schedule.
- Publish the Automation.