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Customize your CupixWorks and FinancialForce integration with the following
triggers and actions.
Triggers
When this happens…
CupixWorks
- Create Annotation Real-timeNew annotation event in Cupix
- Create Comment Real-timeNew comment event in Cupix
- Delete Annotation Real-timeNew annotation event in Cupix
- Delete Comment Real-timeNew comment event in Cupix
- Processing finalized Area Real-timeNew area event in Cupix
- Update Annotation Real-timeNew annotation event in Cupix
- Update Comment Real-timeNew comment event in Cupix
- Uploaded Area Real-timeNew area event in Cupix
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…
CupixWorks
- Create new commentCreate new comment in Cupix
- Delete select commentDelete a comment in Cupix
- Update select commentUpdate a comment in Cupix
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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