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Customize your FinancialForce and iLevel 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
iLevel
- Check batch errorsCheck Batch errors in iLevel
- Check batch statusCheck Batch status in iLevel
- Create recordCreate record in iLevel
- Custom actionCustom action in iLevel
- Delete recordDelete record in iLevel
- Get record detailsGet details of specific record in iLevel
- List batch resultsList Batch results in iLevel
- List external ID typesList External ID types in iLevel
- Search recordsSearch for records in iLevel
- Update recordUpdate record in iLevel
Any other action you can think up
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