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Customize your FinancialForce and Priority Software 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
Priority Software
- Search records using OData querySearch for records using OData query in Priority Software
- Batch create record BatchCreate records in batches in Priority Software
- Batch update record BatchUpdate records in batches in Priority Software
- Create recordCreate record in Priority Software
- Create relative entityCreate relative entity of entity in Priority Software
- Custom actionCustom action in Priority Software
- Delete recordDelete record in Priority Software
- Download fileDownload file from Priority Software
- Get relative entity detailsGet relative entity of object in Priority Software
- Get record details by IDGet details of specific record in Priority Software
- Search recordsSearch records in Priority Software
- Update recordUpdate record in Priority Software
- Update relative entityUpdate relative entity of entity in Priority Software
- Upload fileUpload file to Priority Software
Any other action you can think up
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