FinancialForce and OneDrive integrations and automations

Do everything in one place

Customize your FinancialForce and OneDrive 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

OneDrive
  • New line in CSV file
    New line in CSV file in OneDrive
  • New event Real-time
    New event in OneDrive
  • New file
    New file in OneDrive
  • New folder
    New folder in OneDrive
  • New/updated file
    New/updated file in OneDrive

    • 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

OneDrive
  • Custom action
    Custom action in OneDrive (Custom)
  • Create folder
    Create folder in Microsoft OneDrive
  • Add permission
    Add permission to a file or folder in Microsoft OneDrive
  • Delete file or folder
    Delete file or folder in Microsoft OneDrive
  • Remove permission
    Remove permission for a file or folder in Microsoft OneDrive
  • Download File
    Download file contents in Microsoft OneDrive
  • List files and folders Batch
    List files and folders in Microsoft OneDrive
  • List permissions Batch
    List permissions for a file or folder in Microsoft OneDrive
  • Search files Batch
    Search files in Microsoft OneDrive
  • Upload file via file content
    Upload file via file content in Microsoft OneDrive
  • Upload file from URL
    Upload file from URL to Microsoft OneDrive
  • Upload large file via session
    Upload large file via file session to Microsoft OneDrive

    • Any other action you can think up

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