FinancialForce and Zuora for Salesforce integrations and automations

Do everything in one place

Customize your FinancialForce and Zuora for Salesforce 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

Zuora for Salesforce
  • Object created
    Object created in Zuora for Salesforce
  • Daily object review
    Daily Object review in Zuora for Salesforce
  • Object created/updated
    Object created/updated in Zuora for Salesforce

    • 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

Zuora for Salesforce
  • Custom action
    Custom action in Zuora for Salesforce (Custom)
  • Create object
    Create object in Zuora for Salesforce
  • Get related objects Batch
    Get related object list in Zuora for Salesforce
  • Search objects Batch
    Search for objects in Zuora for Salesforce
  • Update object
    Update object in Zuora for Salesforce

    • Any other action you can think up

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