Salesforce + Wave
Create invoices in Wave from new records in Salesforce for streamlined billing process
Easily manage your finance operations with this streamlined workflow. Once a new record is added in your Salesforce system, it promptly creates an invoice in the Wave application. This efficient automation saves time for your finance team, allowing them to focus more on strategic tasks. Simply put, it significantly enhances your Salesforce-Wave operations while elevating your business productivity.
Easily manage your finance operations with this streamlined workflow. Once a new record is added in your Salesforce system, it promptly creates an invoice in the Wave application. This efficient automation saves time for your finance team, allowing them to focus more on strategic tasks. Simply put, it significantly enhances your Salesforce-Wave operations while elevating your business productivity.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Invoice
Creates a new invoice.
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