Actionstep and FinancialForce integrations and automations

Seamlessly connect Actionstep and FinancialForce. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build powerful workflows, fast

Triggers

When this happens…

FinancialForce
  • Object created
    Object created in FinancialForce
  • Daily object review
    Daily Object review in FinancialForce
  • Object created/updated
    Object created/updated in FinancialForce

    • Any other trigger you can think up

Actions

Do this…

Actionstep
  • Create Action
    Create Action in Actionstep API
  • Create Participant
    Create Participant in Actionstep API
  • Fetch Time Entries Created After Specific Time
    Fetch Time Entries Created After Specific Time in Actionstep API
  • Update Time Entry
    Update Time Entry in Actionstep API

    • Any other action you can think up

FinancialForce
  • Custom action
    Custom action in FinancialForce (Custom)
  • Create object
    Create object in FinancialForce
  • Get related objects Batch
    Get related object list in FinancialForce
  • Search objects Batch
    Search for objects in FinancialForce
  • Update object
    Update object in FinancialForce

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

Schedule a Demo