Do everything in one place
Customize your FinancialForce and Gravity Forms 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
Gravity Forms
- New entryNew entry in Gravity Forms
- New entry in Gravity formNew entry in Gravity Forms
- New/updated entry in Gravity formNew/updated entry in Gravity Forms
Any other trigger you can think up
Actions
Do this…
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
Gravity Forms
- Create entryCreate entry in Gravity Forms
- Custom actionCustom action in Gravity Forms
- Get entryGet entry by ID in Gravity Forms
- Get form by IDGet a form by ID in Gravity Forms
- List formsList all forms in Gravity Forms
- Search entriesSearch entries in Gravity Forms
- Update entryUpdate entry in Gravity Forms
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