BILL and FinancialForce integrations and automations

Seamlessly connect BILL 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…

BILL
  • New record
    New object in BILL
  • New/updated record
    New/updated object in BILL

    • Any other trigger you can think up

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…

BILL
  • Custom action
    Custom action in BILL (Custom)
  • Add line to invoice
    Add line item to invoice in BILL
  • Create record
    Create object in BILL
  • Delete record
    Delete object in BILL
  • Get disbursement data
    Get disbursement data in BILL
  • Get record details by ID
    Get object by ID in BILL
  • Search record Batch
    Search object in BILL
  • Send invoice
    Send an invoice to a customer in BILL
  • Update record
    Update object in BILL

    • 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