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.
- When this happens...New Invoice
Triggers when a new invoice is created.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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BusinessRequired
Try ItBusinessRequired
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
BusinessRequired
NameRequired
Description
PriceRequired
BusinessRequired
EmailRequired
BusinessRequired
Try ItBusinessRequired
CustomerRequired
Item Description
Item Price
Item ProductRequired
Item Quantity
Item Taxes
Invoice Currency
Invoice Date
Invoice Number
Invoice Title
Status
Subhead
Footer
Additional Notes
SO or PO Number
Due Date
Exchange Rate
Disable Credit Card Payments?
Amount Title
Item Title
Price Title
Quantity Title
Hide Amount?
Hide Description?
Hide Item?
Hide Price?
Hide Quantity?
BusinessRequired
Sale DateRequired
DescriptionRequired
Number FormatRequired
Sale AmountRequired
Sales Tax Abbreviation
Sales Tax Amount
Payment Processing Fee Amount
Notes
Created At
External ID
BusinessRequired
NameRequired
