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Request payments in Veem whenever new sales orders are activated in Salesforce

  1. When this happensStep 1: New Record

  2. Then do thisStep 2: Request Payment

  3. Then do thisStep 3: Update Record

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.

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