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Customize your FinancialForce and Seismic 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
Seismic
- New recordNew record in Seismic
- New/updated recordNew/updated record in Seismic
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
Seismic
- Custom actionCustom action in Seismic (Custom)
- Create recordCreate record in Seismic
- Delete recordDelete record in Seismic
- Download file from libraryDownload file in library in Seismic
- Download file from workspaceDownload file in workspace in Seismic
- Download a file version from LibraryDownload file version in library in Seismic
- Download generated LiveDoc outputDownload generated LiveDoc output in Seismic
- Generate LiveDocGenerate Livedoc in Seismic
- Get record details by IDGet details of specific record in Seismic
- Search recordsSearch for records in Seismic
- Update recordUpdate record in Seismic
Any other action you can think up
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