The Tracxn integration snap-in automatically populates DevRev Account objects with enriched company information fetched from Tracxn’s API. This integration streamlines the process of updating and enhancing account records in DevRev with relevant data from Tracxn.

Features

• Automatic trigger (on account creation): The automation is triggered automatically whenever a new account is created in DevRev. The relevant company information from Tracxn is fetched and populated in real-time, ensuring the account record is enriched instantly.

• Manual trigger (command-based): Use the /runTracxnIntegration command to initiate the DevRev-Tracxn integration. This command updates the existing accounts in DevRev with the latest data pulled from Tracxn, enriching the account records.

• Update Tracxn-Enriched accounts (command-based): Use the /updateTracxnEnrichedAccount command for monthly syncs. It filters accounts tagged with Tracxn Enriched based on the tag’s date, checks for data changes within the last 30 days, and updates only those with changes, while appending the current date to the tag for future syncs.

• Individual account level enrichment (command-based): Use the /singleAccountEnrichment command to enrich or update a single account with data from Tracxn. This command can be executed from the discussions panel of an account to either enrich an untagged account or refresh the data for an already enriched one.

• Tagging for user notification: Once the account is successfully enriched, a "Tracxn Enriched" tag is added to the account. This tag acts as a notification for users, indicating that the account has been successfully updated with data from Tracxn.

Installation

For detailed installation and configuration instructions, refer to the Tracxn snap-in documentation.