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Customize your FinancialForce and Outreach 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
Outreach
- Completed sequence taskCompleted sequence task in Outreach
- New or updated record Real-timeNew/Updated record in Outreach
- New record Real-timeNew record in Outreach
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
Outreach
- Custom actionCustom action in Outreach (Custom)
- Add a prospect to sequenceAdd a prospect to a sequence in Outreach
- Add a template to sequence stepAdd a template to a sequence step in Outreach
- Create recordCreate record in Outreach
- Get record by IDGet record details in Outreach
- Get steps in a sequence BatchGet steps in a sequence in Outreach
- Search records BatchSearch records in Outreach
- Update recordUpdate record in Outreach
Any other action you can think up
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