FinancialForce and YouCanBookMe integrations and automations

Do everything in one place

Customize your FinancialForce and YouCanBookMe 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

YouCanBookMe
  • New action
    New action in YouCanBook.me
  • New booking
    New booking in YouCanBook.me

    • 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

YouCanBookMe
  • Custom action
    Custom action in YouCanBook.me
  • Get booking
    Get booking by ID in YouCanBook.me
  • Get profile
    Get profile by ID in YouCanBook.me
  • Search profiles
    Search profiles in YouCanBook.me

    • Any other action you can think up

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