Tookan, Salesforce Integrations

Salesforce
Tookan
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Triggers

Salesforce

Watch Jobs

Triggers when a bulk data job is created.

Salesforce

Watch Records

Triggers when a record is created or updated in an object.

Actions

Tookan

Assign an Agent to a Task

Used to assign an agent to your task.

Tookan

Assign a Task

Used to assign/reassign an unassigned/assigned task or an assigned task to the Agent.

Tookan

Auto Assign a Task

Used to auto-assign an unassigned/assigned task.

Tookan

Block/Unlock an Agent

Used to block/unblock the Agent in your account.

Tookan

Cancel a Task

Used to change the status of a task that has already been created to "canceled".

Tookan

Create a Customer

Creates a new customer in Tookan under the specified data source.

Tookan

Create a Delivery Task

Creates a new delivery task in Tookan.

Tookan

Create a Manager

Creates a new manager in Tookan under the specified data source.

Tookan

Create a Pickup Task

Creates a new pickup task in Tookan.

Tookan

Create a Team

Creates a new team in Tookan under the specified data source.

Tookan

Delete a Customer

Deletes the specified customer object and all its associated data.

Tookan

Delete a Manager

Deletes the specified manager object and all its associated data.

Tookan

Delete a Task

Deletes the specified task object and all its associated data.

Tookan

Delete a Team

Deletes the specified team object and all its associated data.

Tookan

Get an Agent's Profile

Returns the agent's profile.

Tookan

Get a Task

Returns agent's task details.

Tookan

Get a Team

Retrieves a team object from your Tookan account.

Tookan

Make an API Call

Performs an arbitrary authorized API call.

Tookan

Send Notification

Used to send push notifications to the logged-in agent(s).

Tookan

Start a Task

This module is used to change the status of a task that has already been created to "start".

Tookan

Update a Customer

Updates a customer object in your Tookan account.

Tookan

Update an Agent's Tags

Used to update the agent's tags.

Tookan

Update a Task

Used to force update the status of a task.

Tookan

Update a Team

Updates a team object in your Tookan account.

Salesforce

Complete/Abort a Job

Completes or aborts a job.

Salesforce

Create a Job

Creates a new bulk data job.

Salesforce

Create a Record

Creates a new record in an object.

Salesforce

Delete a Record

Deletes a record.

Salesforce

Download an Attachment/Document

Downloads an attachment or a document.

Salesforce

Get a Record

Gets a specified record in an object.

Salesforce

Make an API Call

Performs an arbitrary authorized API call.

Salesforce

Post a Message to a Chatter Feed

Posts a message to a chatter feed.

Salesforce

Update a Record

Updates an existing record in an object.

Salesforce

Upsert a Record

Upserts a record.

Searches

Tookan

Get an Agent's Location

Returns agent's location details.

Tookan

Get an Agent's Stripe Details

Returns agent's stripe account details.

Tookan

List Agents

Returns all the agent items.

Tookan

List Agents Near a Customer

Rerurns available agent's near customers.

Tookan

List an Agent's Activity

Returns agent's daily activity timeline.

Tookan

List an Agent's Logs

Returns Agent logs.

Tookan

List an Agent's Ratings

Returns the agent's overall rating and reviews are given by customers.

Tookan

List an Agent's Tags

Returns the list of agent tags.

Tookan

List Customers

Returns all the customer items.

Tookan

List Managers

Returns all the manager items.

Tookan

List Tasks

Returns all the order items.

Tookan

List Teams

Returns all team items.

Salesforce

List Jobs

Retrieves all bulk data jobs in the organization.

Salesforce

List/Search Records

Lists or searches for records in an object using filter or SOQL query.

Salesforce

Search Records

Searches for records in an object using SOSL query.

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