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Customize your FinancialForce and Pandadoc 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

Pandadoc
  • New event Real-time
    New event in Pandadoc
  • 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
    Get related object list in FinancialForce
  • Search objects
    Search for objects in FinancialForce
  • Update object
    Update object in FinancialForce
  • Any other action you can think up

Pandadoc
  • Create record
    Create record in Pandadoc
  • Custom action
    Custom action in Pandadoc
  • Delete record
    Delete record in Pandadoc
  • Download document
    Download document in Pandadoc
  • Get record
    Get record in Pandadoc
  • Search records
    Search records in Pandadoc
  • Send document
    Send Document in Pandadoc
  • Update record
    Update record in Pandadoc
  • Any other action you can think up

  • Show all 8

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