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Customize your FinancialForce and FTP/FTPS 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
FTP/FTPS
- New CSV file BatchNew CSV file added in directory on FTP/FTPS server
- New/updated file in directoryNew/updated file in directory on FTP/FTPS server
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
FTP/FTPS
- Download fileDownload file contents from FTP/FTPS server
- List files and directories BatchList files and directories from FTP/FTPS server
- Remove fileRemove file from FTP/FTPS server
- Rename fileRename a file on FTP/FTPS server
- Get file informationGet information about file via its exact file path on FTP-S server
- Download large fileDownload large file contents from FTP/FTPS server
- Upload fileUpload a file to FTP/FTPS server
Any other action you can think up
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