FinancialForce and Xemplo integrations and automations

Do everything in one place

Customize your FinancialForce and Xemplo 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

Xemplo
  • New or updated record Real-time
    Select an event.

    • 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

Xemplo
  • Get company
    Gets a company in Xemplo by unique ID
  • Gets company users
    Gets company users in Xemplo by unique ID
  • Get course enrolment
    Gets a course enrolment in Xemplo by course enrolment ID
  • Get credential
    Gets an active credential in Xemplo by unique ID
  • Get invoice
    Gets an existing invoice in Xemplo by unique id
  • Get RCTI
    Gets an existing RCTI in Xemplo by unique ID
  • Get work right
    Gets a work right in Xemplo by unique ID
  • Get worker
    Gets a worker in Xemplo by unique worker ID
  • Get worker course enrolments
    Gets a list of course enrolments related to a worker in Xemplo
  • Get worker credentials
    Gets the list of active credentials for specified worker ID in Xemplo
  • Get worker work rights
    Gets a list of work rights for a specified worker by unique worker ID in Xemplo
  • Search invoices
    Search invoices in Xemplo
  • Search RCTIs
    Searches RCTIs in Xemplo
  • Search workers
    Searches workers in Xemplo
  • Update company
    Update company in Xemplo
  • Update invoice
    Update invoice in Xemplo
  • Update RCTI
    Update RCTI in Xemplo
  • Update worker
    Update worker in Xemplo

    • Any other action you can think up

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