Email (Custom) and FinancialForce integrations and automations

Seamlessly connect Email (Custom) and FinancialForce. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

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…

Email (Custom)
  • New email
    Trigger when a new email arrives (unseen)

    • 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…

Email (Custom)
  • Delete email
    Delete an email using IMAP
  • List mailboxes
    List mailboxes using IMAP
  • Mark email as read
    Mark email as read using IMAP
  • Retrieve emails
    Retrieve emails using IMAP/POP3
  • Send email
    Send an email using SMTP
  • Send email with attachment
    Send an email with attachment using SMTP

    • 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
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  • Speed
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