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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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All Triggers & Actions

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

New Record

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

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Updated Record

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

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

New Record

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

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Updated Record

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

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