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Customize your FinancialForce and Slack 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
Slack
- Button click Real-timeNew button click in Slack
- New event Real-timeNew event in Slack
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
Slack
- Custom actionCustom action in Slack (Custom)
- Archive conversationArchive conversation in Slack
- Create conversation (channels and groups)Create conversation in Slack
- Get user infoGet user info by email or user ID
- Invite users to conversationInvite users to conversation in Slack
- Respond to button clickRespond to button click in Slack
- Post messagePost message in Slack
- Set conversation purposeSet conversation purpose in Slack
- Set conversation topicSet conversation topic in Slack
- Unarchive conversationUnarchive conversation in Slack
Any other action you can think up
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