Azure AI Foundry and FinancialForce integrations and automations

Seamlessly connect Azure AI Foundry 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

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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

Actions

Do this…

Azure AI Foundry
  • Analyze document
    POST /documentintelligence/documentModels/{modelId}:analyze
  • Create message
    POST /threads/{thread_id}/messages?api-version=v1
  • Create run
    POST /threads/{thread_id}/runs?api-version=v1
  • Create thread
    POST /threads?api-version=v1
  • Get message
    GET /threads/{thread_id}/messages/{message_id}?api-version=v1
  • Get reply
    Create a thread, post a user message, start a run, poll to completion, and return the assistant reply
  • Get threads
    GET /threads?api-version=v1
  • List agents
    GET /assistants?api-version=v1
  • List messages
    GET /threads/{thread_id}/messages?api-version=v1

    • 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

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