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Customize your Biz Gate and FinancialForce integration with the following
triggers and actions.
Triggers
When this happens…
FinancialForce
- Object createdObject created in FinancialForce
- Daily object reviewDaily Object review in FinancialForce
- Object created/updatedObject created/updated in FinancialForce
Any other trigger you can think up
Actions
Do this…
Biz Gate
- BizGate 企業情報を取得Get BizGate 企業 in Biz-Gate
- BizGate 部署情報を取得Get BizGate 部署 in Biz-Gate
- BizGate キーマン情報を取得Get BizGate キーマン in Biz-Gate
- BizGate キーマン人名情報を取得Get BizGate キーマン人名 in Biz-Gate
- BizGate マーケ情報を取得Get BizGate マーケ in Biz-Gate
Any other action you can think up
FinancialForce
- Custom actionCustom action in FinancialForce (Custom)
- Create objectCreate object in FinancialForce
- Get related objects BatchGet related object list in FinancialForce
- Search objects BatchSearch for objects in FinancialForce
- Update objectUpdate object in FinancialForce
Any other action you can think up
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