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Customize your Dun and Bradstreet 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…
Dun and Bradstreet
- Custom actionCustom Action in D&B
- Get CategoryGet Category details in D&B
- Enrich CompaniesEnrich Company data by D-U-N-S Number in D&B
- Match and Enrich ContactsSearch Contacts in D&B
- Search CompaniesSearch Companies in D&B
- Match CompaniesMatch Companies in D&B
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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