FinancialForce and SmartCOMM integrations and automations

Seamlessly connect FinancialForce and SmartCOMM. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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Build Powerful Workflows, fast

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

SmartCOMM
  • Job
    Creates a single triggers when a job is created in SmartCOMM.

    • 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

SmartCOMM
  • Create Bundle
    Creates a bundle by closing the specified spool.
  • Generate Document
    Generates a document using specified data and template.
  • Get Bundle Details
    Retrieves a bundle's details and optionally any associated bins.
  • Get Job Detail
    Returns the details of a job.
  • Get Spool Details
    Retrieves details for a specific spool.
  • List Bundles
    Retrieves a list of bundles from a specified spool.
  • List Jobs
    Returns the jobs in the system matching specified criteria.
  • List Spools
    Retrieves a list of spools with sorting and pagination.
  • Submit Job
    Submits a job for processing.

    • Any other action you can think up

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