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Customize your FinancialForce and Lucca integration with the following triggers and actions.

Triggers

When this happens…

FinancialForce
  • Object created
    Object created in FinancialForce
  • Daily object review
    Daily Object review in FinancialForce
  • Object created/updated
    Object created/updated in FinancialForce
  • Any other trigger you can think up

Actions

Do this…

FinancialForce
  • Custom action
    Custom action in FinancialForce (Custom)
  • Create object
    Create object in FinancialForce
  • Get related objects Batch
    Get related object list in FinancialForce
  • Search objects Batch
    Search for objects in FinancialForce
  • Update object
    Update object in FinancialForce
  • Any other action you can think up

Lucca
  • Create a new User
    Create a new User in Lucca
  • Get User by Id
    Get User by Id in Lucca
  • List Departments
    List Departments in Lucca
  • List Users
    List Users in Lucca
  • Any other action you can think up

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