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Customize your FinancialForce and Qualtrics 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
Qualtrics
- New survey response Real-timeNew survey response in Qualtrics
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
Qualtrics
- Create mailing listCreate mailing list in Qualtrics
- Create reminder distributionCreate reminder distribution Qualtrics
- Custom actionCustom action in Qualtrics
- Distribute survey via emailDistribute survey via email in Qualtrics
- Get mailing list detailsGet mailing list by ID in Qualtrics
- Get response detailsGet response details by ID in Qualtrics
Any other action you can think up
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