Do everything in one place
Customize your FinancialForce and Zoho Mail integration with the following
triggers and actions.
Triggers
When this happens…
FinancialForce
- Object createdObject created in FinancialForce
- Daily object reviewDaily Object review in FinancialForce
- Object created/updatedObject created/updated in FinancialForce
Any other trigger you can think up
Zoho Mail
- New mailNew mail in Zoho Mail
- New mail in folderNew mail in selected folder in Zoho Mail
- New mail matching searchNew mail matching search in Zoho Mail
Any other trigger you can think up
Actions
Do this…
FinancialForce
- Custom actionCustom action in FinancialForce (Custom)
- Create objectCreate object in FinancialForce
- Get related objects BatchGet related object list in FinancialForce
- Search objects BatchSearch for objects in FinancialForce
- Update objectUpdate object in FinancialForce
Any other action you can think up
Zoho Mail
- Create draftCreate Draft in Zoho Mail
- Create taskCreate New task in Zoho Mail
- Send mailSend New mail in Zoho Mail
Any other action you can think up
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