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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.

  1. long arrow
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    When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. long arrow
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    automatically do this...
    VeemVeem
    Request Payment

    Requests a payment.

    ActionWrite
  3. then do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite

Supported triggers and actions

What does this mean?
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)
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About Veem

Veem is an online global bank transfer service for you to send & receive payments internationally with ease.

Related categories

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