Do everything in one place
Customize your FinancialForce and OpenAPI 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
OpenAPI
- New/updated recordNew/updated record via OpenAPI
- New/updated record (Batch)New/updated record via OpenAPI (Batch)
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
OpenAPI
- Create recordCreate record via OpenAPI
- Custom actionCustom action via OpenAPI
- Delete recordDelete record via OpenAPI
- Execute operationExecute operation via OpenAPI
- Get record details by IDGet record details by ID via OpenAPI
- Search recordsSearch records via OpenAPI
- Update recordUpdate record via OpenAPI
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