FinancialForce and Qualtrics との統合と自動化

FinancialForce and Qualtrics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。

評価

4.9

事前構築済み

150+

統合

合計

100+

アクティブユーザー

平均

2分

接続まで

カスタム接続

利用可能

HTTPコネクター経由で利用可能

主要企業が Workato を活用

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強力なワークフローを迅速に構築

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

Qualtrics
  • New survey response Real-time
    New survey response in Qualtrics

    • 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 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

Qualtrics
  • Create mailing list
    Create mailing list in Qualtrics
  • Create reminder distribution
    Create reminder distribution Qualtrics
  • Custom action
    Custom action in Qualtrics
  • Distribute survey via email
    Distribute survey via email in Qualtrics
  • Get mailing list details
    Get mailing list by ID in Qualtrics
  • Get response details
    Get response details by ID in Qualtrics

    • 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