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Integrations · Other

Connect Captain-data to Coherence.

. 3 actions can run inside a Coherence workflow.

A Coherence record changesLaunch a workflow
A Coherence workflow runsGet job results

TRIGGERS AND ACTIONS

Everything Captain-data can do in a workflow.

Actions are the steps a workflow can run in Captain-data. Start the workflow from a Coherence record or another app.

Actions · 3Launch a workflowGet job resultsCustom API CallCustom API Call: Make a custom API call to a specific endpoint.

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Captain-data.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Act in Captain-data from a Coherence workflowUse a change in Coherence to run a supported Captain-data action, so the next step follows the record instead of relying on someone to copy it.
Starts with · A Coherence record or workflow changesFinishes with · Launch a workflow
or Get job results
Connect Captain-data to the wider customer workflowCombine Captain-data with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.
Starts with · A Coherence workflow startsFinishes with · Launch a workflow, then preserve the outcome in Coherence
or Get job results

SET UP

How to connect Captain-data.

The exact authentication fields depend on Captain-data. The workflow structure stays straightforward.

1Connect the accountAuthorize the Captain-data account and permissions the workflow needs.
2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.
3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

RELATED

Apps for the same workflow.

Apps that share a category with Captain-data or provide a complementary trigger or action.

QUESTIONS

Captain-data integration questions.

What can I automate with the Captain-data integration?

Captain-data currently provides 3 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.

How many Captain-data triggers and actions are available?

Captain-data currently lists 0 triggers and 3 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can Captain-data connect to other apps through Coherence?

Yes. A workflow can combine supported Captain-data triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Captain-data?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

Ready to connect Captain-data?

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