Utilizing the Workfront Connector

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Users can trigger Outbound Actions for any Marketing Activity in Allocadia to create a new project in Workfront. This action will populate the Workfront project with the data inputs on the Details Panel, allowing for a seamless transition of data between the two platforms.

  1. On the Budget Tab, click the Panel icon in line with your desired Marketing Activity
  2. On the Details Panel, scroll to the bottom and click the Action button 
Note: The data that is pushed to Workfront to create the project is dependant on the parameters defined when the Outbound Action was initially configured.
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