FinancialForce and FTP/FTPS integrations and automations

Seamlessly connect FinancialForce and FTP/FTPS. 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

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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

FTP/FTPS
  • New CSV file Batch
    New CSV file added in directory on FTP/FTPS server
  • New/updated file in directory
    New/updated file in directory on FTP/FTPS server

    • Any other trigger you can think up

Actions

Do this…

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

FTP/FTPS
  • Download file
    Download file contents from FTP/FTPS server
  • List files and directories Batch
    List files and directories from FTP/FTPS server
  • Remove file
    Remove file from FTP/FTPS server
  • Rename file
    Rename a file on FTP/FTPS server
  • Get file information
    Get information about file via its exact file path on FTP-S server
  • Download large file
    Download large file contents from FTP/FTPS server
  • Upload file
    Upload a file to FTP/FTPS server

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

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