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Customize your Clarizen Go and FinancialForce integration with the following
triggers and actions.
Triggers
When this happens…
Clarizen Go
- New event Real-timeMonitor task event in Clarizen Go
Any other trigger you can think up
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…
Clarizen Go
- Create taskCreate task in Clarizen Go
- Custom actionCustom action in ClarizenGo
- Search recordsSearch records in Clarizen Go
- Update taskUpdate task in Clarizen Go
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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