Do everything in one place
Customize your FinancialForce and OneDrive 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
OneDrive
- New line in CSV fileNew line in CSV file in OneDrive
- New event Real-timeNew event in OneDrive
- New fileNew file in OneDrive
- New folderNew folder in OneDrive
- New/updated fileNew/updated file in OneDrive
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
OneDrive
- Custom actionCustom action in OneDrive (Custom)
- Create folderCreate folder in Microsoft OneDrive
- Add permissionAdd permission to a file or folder in Microsoft OneDrive
- Delete file or folderDelete file or folder in Microsoft OneDrive
- Remove permissionRemove permission for a file or folder in Microsoft OneDrive
- Download FileDownload file contents in Microsoft OneDrive
- List files and folders BatchList files and folders in Microsoft OneDrive
- List permissions BatchList permissions for a file or folder in Microsoft OneDrive
- Search files BatchSearch files in Microsoft OneDrive
- Upload file via file contentUpload file via file content in Microsoft OneDrive
- Upload file from URLUpload file from URL to Microsoft OneDrive
- Upload large file via sessionUpload large file via file session to Microsoft OneDrive
Any other action you can think up
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