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Customize your FinancialForce and Smartsheet 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
Smartsheet
- New or updated row in a sheet Real-timeNew or updated row in a sheet in Smartsheet
- New or updated row in reportNew or updated row in report in Smartsheet
- New row in reportNew row in report in Smartsheet
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
Smartsheet
- Custom actionCustom action in Smartsheet (Custom)
- Create rowCreate row in Smartsheet
- Get row by IDGet row by ID in Smartsheet
- Search rows BatchSearch rows in Smartsheet
- Update rowUpdate row in Smartsheet
Any other action you can think up
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