Salesforce + Veem
Request payments in Veem whenever new sales orders are activated in Salesforce
Stay on top of your invoicing workflows with this automation. Whenever a custom object, designated as an order, is created in Salesforce, this integration immediately generates an invoice in Veem, then updates that order in Salesforce with the status that the invoice was sent out.
Stay on top of your invoicing workflows with this automation. Whenever a custom object, designated as an order, is created in Salesforce, this integration immediately generates an invoice in Veem, then updates that order in Salesforce with the status that the invoice was sent out.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this...Request Payment
Requests a payment.
- then do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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