Salesforce + Wave

Update Salesforce records when new Wave invoices are created

Keep your Salesforce records up-to-date with this streamlined invoicing workflow. When a new invoice is created in Wave, this automation will update the corresponding record in Salesforce, ensuring accurate and consistent data across both platforms. Save time and maintain organization by letting this efficient process handle the updates for you.

Keep your Salesforce records up-to-date with this streamlined invoicing workflow. When a new invoice is created in Wave, this automation will update the corresponding record in Salesforce, ensuring accurate and consistent data across both platforms. Save time and maintain organization by letting this efficient process handle the updates for you.

  1. When this happens...
    WaveWave
    New Invoice

    Triggers when a new invoice is created.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Update Record

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

    ActionWrite
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Supported triggers and actions

    • BusinessRequired

    Trigger
    Scheduled
    Try It
    • BusinessRequired

    • Customer or Company NameRequired

    • Account Number

    • Currency

    • First Name

    • Last Name

    • Email

    • Phone Number

    • Toll Free Number

    • Mobile Number

    • Fax Number

    • Website

    • Address1

    • Address2

    • City

    • Country

    • Postal Code

    • Shipping Contact

    • Shipping Delivery Instructions

    • Shipping Phone Number

    • Shipping Address1

    • Shipping Address2

    • Shipping City

    • Shipping Country

    • Shipping Postal Code

    Action
    Write
    • BusinessRequired

    • NameRequired

    • Description

    • PriceRequired

    Action
    Write
    • BusinessRequired

    • EmailRequired

    Action
    Search