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Customize your FinancialForce and Slack 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

Slack
  • Button click Real-time
    New button click in Slack
  • New event Real-time
    New event in Slack
  • 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

Slack
  • Custom action
    Custom action in Slack (Custom)
  • Archive conversation
    Archive conversation in Slack
  • Create conversation (channels and groups)
    Create conversation in Slack
  • Get user by email
    Get user info by email
  • Invite users to conversation
    Invite users to conversation in Slack
  • Respond to button click
    Respond to button click in Slack
  • Post message
    Post message in Slack
  • Set conversation purpose
    Set conversation purpose in Slack
  • Set conversation topic
    Set conversation topic in Slack
  • Unarchive conversation
    Unarchive conversation in Slack
  • Any other action you can think up

  • Show all 10

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