FinancialForce and Qualtrics integrations and automations

Seamlessly connect FinancialForce and Qualtrics. 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

Qualtrics
  • New survey response Real-time
    New survey response in Qualtrics

    • 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

Qualtrics
  • Create mailing list
    Create mailing list in Qualtrics
  • Create reminder distribution
    Create reminder distribution Qualtrics
  • Custom action
    Custom action in Qualtrics
  • Distribute survey via email
    Distribute survey via email in Qualtrics
  • Get mailing list details
    Get mailing list by ID in Qualtrics
  • Get response details
    Get response details by ID in Qualtrics

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

Schedule a Demo