What you can automate with Deltek Vantagepoint

Drag any of these 33 actions into a process — no code, no API wrangling.

Create Contact

Create a contact: POST /api/contact

Create Employee

Create a employee: POST /api/employee

Create Firm

Create a firm: POST /api/firm

Create Project

Create a project: POST /api/project

Create Record

Create a record: POST /api/{record}

Delete Contact

Delete a contact by key: DELETE /api/contact/{key}

Delete Employee

Delete a employee by key: DELETE /api/employee/{key}

Delete Firm

Delete a firm by key: DELETE /api/firm/{key}

Delete Project

Delete a project by key: DELETE /api/project/{key}

Delete Record

Delete a record by primary key: DELETE /api/{record}/{key}

Get Activity

Fetch one activity by key: GET /api/activity/{key}

Get Boilerplate

Fetch one boilerplate by key: GET /api/boilerplate/{key}

Get Contact

Fetch one contact by key: GET /api/contact/{key}

Get Employee

Fetch one employee by key: GET /api/employee/{key}

Get Firm

Fetch one firm by key: GET /api/firm/{key}

Get Marketing Campaign

Fetch one marketing campaign by key: GET /api/marketingCampaign/{key}

Get Project

Fetch one project by key: GET /api/project/{key}

Get Record

Fetch one record by primary key: GET /api/{record}/{key}

Invoke Custom Procedure

Run a custom stored procedure: POST /api/utilities/invokecustom/{proc}

List Activities

List activities: GET /api/activity

List Boilerplates

List boilerplates: GET /api/boilerplate

List Contacts

List contacts: GET /api/contact

List Employees

List employees: GET /api/employee

List Firms

List firms: GET /api/firm

List Marketing Campaigns

List marketing campaigns: GET /api/marketingCampaign

List Projects

List projects: GET /api/project

List Records

List records of any type: GET /api/{record} with field/filter/paging query params

Refresh Token

Re-mint the access token from the stored refresh token

Update Contact

Update a contact: POST /api/contact

Update Employee

Update a employee: POST /api/employee

Update Firm

Update a firm: POST /api/firm

Update Project

Update a project: POST /api/project

Update Record

Update a record: POST /api/{record} with the keyed body

How the Deltek Vantagepoint connection works

1. Authenticate

Deltek Vantagepoint uses aPI token. Save the connection once and reuse it across every process.

2. Build the process

Drop Deltek Vantagepoint steps onto the process map alongside desktop, browser, Excel and email steps.

3. Run it attended or unattended

Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.

Because Deltek Vantagepoint has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.

Deltek Vantagepoint Integration