Do everything in one place

Customize your FinancialForce and Twilio 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

Twilio
  • New SMS received
    Received SMS message via Twilio
  • 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

Twilio
  • Custom action
    Custom action in Twilio (Custom)
  • Get media from MMS
    Get media from MMS message via Twilio
  • Make phone call
    Make phone call via Twilio
  • Make IVR phone call
    Make IVR phone call via Twilio
  • Send SMS
    Send SMS message via Twilio
  • Any other action you can think up

Let us tailor your FinancialForce and Twilio integrations

Pre-built FinancialForce and Twilio Automations

See more

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

Market leaders run on Workato