Do everything in one place
Customize your Connect Wise and FinancialForce integration with the following
triggers and actions.
Triggers
When this happens…
Connect Wise
- New ticketNew Ticket in Connectwise
- New/Updated ticketNew/Updated Ticket in Connectwise
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…
Connect Wise
- Create recordCreate record in Connectwise
- Custom actionCustom action in Connectwise
- Delete recordDelete record in Connectwise
- Get record details by IDGet record in Connectwise
- Search recordsSearch records in Connectwise
- Update recordUpdate record in Connectwise
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
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work