Drift and FinancialForce との統合と自動化

Drift and FinancialForceを他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

Rating - JP

4.9

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2 min

to connect

Custom Connections

Available

via HTTP connector

主要企業が Workato を活用

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Build Powerful Workflows, fast - JP

Triggers

When this happens…

Drift
  • New object Real-time
    New object in Drift
  • Updated/deleted object Real-time
    Updated/removed object in Drift

    • Any other trigger you can think up

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

Actions

Do this…

Drift
  • Create record
    Create record in Drift
  • Custom action
    Custom action in Drift
  • Delete record
    Delete record in Drift
  • Get record
    Get object by ID in Drift
  • Search records
    Search records in Drift
  • Update record
    Update record in Drift

    • Any other action you can think up

FinancialForce
  • Custom action
    Custom action in FinancialForce (Custom)
  • Create object
    Create object in FinancialForce
  • Get related objects Batch
    Get related object list in FinancialForce
  • Search objects Batch
    Search for objects in FinancialForce
  • Update object
    Update object in FinancialForce

    • Any other action you can think up

単一のプラットフォーム

  • 強力
  • 俊敏性
  • スピード
  • 革新

Let’s start automating

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