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Customize your FinancialForce and Workbot for Microsoft Teams Old 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

Workbot for Microsoft Teams Old
  • New command Real-time
    New command from Workbot for Microsoft Teams
  • 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

Workbot for Microsoft Teams Old
  • Post notification
    Post notification to Workbot for Microsoft Teams
  • Post command reply
    Post command reply to Workbot for Microsoft Teams
  • Any other action you can think up

Let us tailor your FinancialForce and Workbot for Microsoft Teams Old integrations

Pre-built FinancialForce and Workbot for Microsoft Teams Old Automations

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