FinancialForce and Zendesk Sell integrations and automations

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Customize your FinancialForce and Zendesk Sell 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

Zendesk Sell
  • New record
    New record in Zendesk Sell
  • New/updated record
    New or updated record in Zendesk Sell

    • 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

Zendesk Sell
  • Custom action
    Custom action in (Custom)
  • Create record
    Create record in Zendesk Sell
  • Delete record
    Delete record in Zendesk Sell
  • Get record by ID
    Get record by ID in Zendesk Sell
  • Search records
    Search records in Zendesk Sell
  • Update record
    Update record in Zendesk Sell
  • Upsert record
    Upsert record in Zendesk Sell

    • Any other action you can think up

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