Do everything in one place
Customize your FinancialForce and Pigeonhole Live 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
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
Pigeonhole Live
- Add a registrantCreate a registrant in a Pigeonhole.
- Create a PigeonholeCreate a Pigeonhole in Pigenhole Live.
- Create a sessionCreate a session in a Pigeonhole.
- Delete a registrantDelete an existing registrant in a Pigeonhole.
- Get list of interactionsList actions performed by the attendees in a Pigeonhole.
- Get a PigeonholeFetch a Pigeonhole in Pigenhole Live.
- Get list of attendeesList attendees of a Pigeonhole in Pigenhole Live.
- Get list of PigeonholesList the Pigeonholes in Pigenhole Live.
- Get list of registrantsList registrants of a Pigeonhole in Pigenhole Live.
- Get list of sessionsList the sessions in a Pigenhole.
- Update a registrantUpdate an existing registrant in a Pigeonhole.
- Update a sessionUpdate a session in a Pigeonhole.
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work