Do everything in one place
Customize your FinancialForce and Citrix Podio 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
Citrix Podio
- New itemNew item in Citrix Podio
- New/updated itemNew/updated item in Citrix Podio
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
Citrix Podio
- Custom actionCustom action in Citrix Podio (Custom)
- Add itemAdd item in Citrix Podio
- Get item by idGet item by id in Citrix Podio
- Update itemUpdate item in Citrix Podio
Any other action you can think up
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