Work with Totango customer success data: touchpoints, objectives, SuccessPlays, account and user search, events, teams, plans and the audit log.
Explore 22 workflow actions for Totango, including account permissions and operation limits.
14 read actions8 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create objective
Write
Create an objective on an account, with milestones.
Permissions and limits
Account permissions
A Totango personal access token (a global admin's for objectives, tasks, user deletion and the audit log)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create touchpoint
Write
Add a touchpoint (note) to an account, with its flow, author, time, type and subject.
Permissions and limits
Account permissions
A Totango personal access token (a global admin's for objectives, tasks, user deletion and the audit log)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete account user
Write
Permanently remove an end user from an account (for data cleanup or privacy requests); it cannot be undone.
Permissions and limits
Account permissions
A Totango personal access token (a global admin's for objectives, tasks, user deletion and the audit log)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete objective
Write
Delete an objective, and delete, move or keep its tasks.
Permissions and limits
Account permissions
A Totango personal access token (a global admin's for objectives, tasks, user deletion and the audit log)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete touchpoint
Write
Remove a touchpoint from its account by note_id and event_id.
Permissions and limits
Account permissions
A Totango personal access token (a global admin's for objectives, tasks, user deletion and the audit log)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get account plan summary
Read
Read an account's plan summary.
Permissions and limits
Account permissions
A Totango personal access token (a global admin's for objectives, tasks, user deletion and the audit log)
Get audit log
Read
Read audit log entries for a date range, by action and user, with sensitive actions when asked.
Permissions and limits
Account permissions
A Totango personal access token (a global admin's for objectives, tasks, user deletion and the audit log)
Get team
Read
Read a team with its members and selection terms.
Permissions and limits
Account permissions
A Totango personal access token (a global admin's for objectives, tasks, user deletion and the audit log)
List account events
Read
List an account's timeline events, including touchpoints with their note and event IDs.
Permissions and limits
Account permissions
A Totango personal access token (a global admin's for objectives, tasks, user deletion and the audit log)
List account objectives
Read
List an account's objectives.
Permissions and limits
Account permissions
A Totango personal access token (a global admin's for objectives, tasks, user deletion and the audit log)
List activity types
Read
List flows (activity types) with their IDs and names.
Permissions and limits
Account permissions
A Totango personal access token (a global admin's for objectives, tasks, user deletion and the audit log)
List objective categories
Read
List objective categories.
Permissions and limits
Account permissions
A Totango personal access token (a global admin's for objectives, tasks, user deletion and the audit log)
List objective statuses
Read
List legacy objective statuses.
Permissions and limits
Account permissions
A Totango personal access token (a global admin's for objectives, tasks, user deletion and the audit log)
List objective templates
Read
List objective templates, with milestones and tasks or their counts.
Permissions and limits
Account permissions
A Totango personal access token (a global admin's for objectives, tasks, user deletion and the audit log)
List touchpoint reasons
Read
List touchpoint reasons, the touchpoint tags (ID to name).
Permissions and limits
Account permissions
A Totango personal access token (a global admin's for objectives, tasks, user deletion and the audit log)
List touchpoint types
Read
List touchpoint types (ID to name).
Permissions and limits
Account permissions
A Totango personal access token (a global admin's for objectives, tasks, user deletion and the audit log)
Run SuccessPlay
Write
Run a manual SuccessPlay on an account.
Permissions and limits
Account permissions
A Totango personal access token (a global admin's for objectives, tasks, user deletion and the audit log)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Search account events
Read
Search an account's events by type, date and properties.
Permissions and limits
Account permissions
A Totango personal access token (a global admin's for objectives, tasks, user deletion and the audit log)
Search accounts
Read
Find accounts matching search terms and return the chosen fields (up to 1000 a page, 10000 in all).
Permissions and limits
Account permissions
A Totango personal access token (a global admin's for objectives, tasks, user deletion and the audit log)
Search users
Read
Find users matching search terms and return the chosen fields (up to 1000 a page, 10000 in all).
Permissions and limits
Account permissions
A Totango personal access token (a global admin's for objectives, tasks, user deletion and the audit log)
Update objective
Write
Change an objective (or reopen it by changing its status), deleting milestones when asked.
Permissions and limits
Account permissions
A Totango personal access token (a global admin's for objectives, tasks, user deletion and the audit log)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update touchpoint
Write
Change a touchpoint's text, flow, author, time, type or subject.
Permissions and limits
Account permissions
A Totango personal access token (a global admin's for objectives, tasks, user deletion and the audit log)
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Totango. A saved workflow is not a completed provider action.
CRM · CONNECTION
