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Customize your FinancialForce and SalesLoft 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
SalesLoft
- New recordNew object in SalesLoft
- New/updated recordNew/updated object in SalesLoft
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
SalesLoft
- Create recordCreate object in SalesLoft
- Custom actionCustom action in SalesLoft
- Delete recordDelete object in SalesLoft
- Get recordGet object by ID in SalesLoft
- Search recordsSearch objects in SalesLoft
- Update recordUpdate object in SalesLoft
Any other action you can think up
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