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Customize your FinancialForce and Klaviyo 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…
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
Klaviyo
- Custom actionCustom action in Klaviyo (Custom)
- Add profile to listAdd profile to list in Klaviyo
- Create recordCreate record in Klaviyo
- Get record details by IDGet record by ID in Klaviyo
- Search recordsSearch records in Klaviyo
- Update recordUpdate record in Klaviyo
Any other action you can think up
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