Update Salesforce records when new Keap Max Classic invoices are created
Keep your sales operations running smoothly with this seamless automation that updates Salesforce records when new invoices are generated in Keap Max Classic. Whenever a new invoice is created in Keap Max Classic, this workflow will update the corresponding record in Salesforce, ensuring your sales data remains accurate and up-to-date, saving you time and manual effort.
Keep your sales operations running smoothly with this seamless automation that updates Salesforce records when new invoices are generated in Keap Max Classic. Whenever a new invoice is created in Keap Max Classic, this workflow will update the corresponding record in Salesforce, ensuring your sales data remains accurate and up-to-date, saving you time and manual effort.
- When this happens...New Invoice
Triggers when you add a new invoice (with line item support).
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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New Action sequence
Triggered when a new action sequence is added.
Try ItNew Company
Triggers when you add a new company.
Try ItNew Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Try ItCredit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Try It