Marketo
Workato
Connect SysAid with Marketo Via our embedded Workato offering to streamline your IT workflows and automations.
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Overview
Connect SysAid to Marketo to automate end-to-end workflows that reduce manual work and improve cross-team collaboration.
Build precisely the integration you need—entirely within SysAid, using a no-code, drag-and-drop experience to listen to events, invoke supported actions, and exchange and transform data with custom logic, configurable mappings, field-level enrichment, and real-time or scheduled execution.
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Key capabilities
- Configurable mappings, transformations, and field-level enrichment for precise data sync.
- Real-time or scheduled automation with conditional logic and multi-step sequences.
- Built-in monitoring, retries, and permissions—managed in SysAid.
- Utilize the below triggers and actions in the integration you build.
Popular use cases
You can customize to fit you specific needs
Available triggers and actions in Marketo
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Triggers
- Export new leads in Marketo
- Export new/updated leads in Marketo
- Monitor leads added to list
- New lead activity
- New lead in list
- New Marketo Self Service Flow Step
- New/updated lead
- New/updated lead
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Actions
- Custom action
- Activate smart campaign
- Add custom activity
- Add leads to lead list
- Bulk import custom object from file
- Bulk export custom objects to file
- Bulk export objects to file
- Bulk export program members to file
- Bulk import objects from file
- Bulk import program members from file
- Bulk import leads from file
- Change lead program status
- Clone object
- Clone program
- Create custom objects
- Create lead
- Create object
- Create opportunity
- Create opportunity role
- Create program
- Get lead activities
- Search campaigns
- Get channel by name
- Get object schema
- Get objects
- Get program by name
- Get tokens by folder ID
- Remove leads from lead list
- Return data to Marketo Self Service Flow Step
- Schedule campaign or smart campaign
- Bulk export activities to file
- Search custom objects
- Bulk export leads to file
- Search leads
- Search objects
- Search opportunities
- Search opportunity roles
- Search programs
- Submit form
- Trigger campaign or smart campaign for specific leads
- Update custom object
- Update lead
- Update object
- Update opportunity
- Upsert custom objects
- Create/update/upsert leads
- Upsert object
- Upsert tokens
Available triggers and actions in SysAid
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Triggers
- Add Activity to a Service Record
- Add Agent to Groups
- Add End User to Groups
- Add a Note to a Service Record
- Convert Agent to End User
- Convert End User to Agent
- Create a New Agent
- Create a New Asset
- Create a New Attachment
- Create a New End User
- Create a New Group
- Create a Service Record
- Delete Agent
- Delete Asset by ID
- Delete End User
- Delete a Service Record
- Generates a Presigned URL for an Attachment Upload
- Get Agent by ID
- Get Asset by ID
- Get Category Hierarchy
- Get End User by ID
- Get Group Members
- Get Group by ID
- Get Indexes
- Get List of Agents
- Get List of Assets
- Get List of CIs
- Get List of Companies
- Get List of End Users
- Get List of Groups
- Get Service Record Template by ID
- Get Service Record Template by Service Record ID
- Get Service Record's Action Items
- Get a Service Record by ID
- Remove Agent from Groups
- Remove End User from Groups
- Resolve a Service Record
- Search Service Records by Specific Parameters
- Send a Message from a Service Record
- Update Agent Details
- Update End User Details
- Update Service Record Details
- Update an Asset
- Updates An Action Item Status
- Build your own SysAid Public API action with a HTTP request
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Actions
- Create ticket from events
- Update ticket details, attachments, or comments
- Add notes/comments to keep conversations aligned
- Change status and assignments automatically
- Service Record Created (Real-time)
- Service Record Updated (Real-time)