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.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
automatically do this...
Request Payment
Requests a payment.
ActionWrite
then do this!
Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

Try this template

Supported triggers and actions

What does this mean?

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled
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.).
Trigger
Scheduled
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Trigger
Scheduled
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Action
Write

Add Lead to Campaign
Adds an existing lead to an existing campaign.
Action
Write
Create Attachment
Creates a new attachment (max 25MB).
Action
Write

Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Action
Write

Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
Veem
Triggers when an inbound payment is updated to a specific status.
Instant
Trigger
Veem
Triggers when an outbound payment is updated to a specified status.
Instant
Trigger
Veem
Creates a contact.
Scheduled
Action
Veem
Requests a payment.
Scheduled
Action
Veem
Sends a payment. If an attachment is required, the payment will be created as a draft.
Scheduled
Action