Send sales invoices by email in Xero for new outbound messages in Salesforce
Effortlessly stay on top of your sales invoicing with this streamlined workflow that connects Salesforce and Xero. When a new outbound message is generated in Salesforce, it triggers the creation and sending of a sales invoice by email through Xero. This automation saves you time and ensures your sales invoices are promptly delivered to your customers, helping maintain a healthy cash flow and strong client relationships.
Effortlessly stay on top of your sales invoicing with this streamlined workflow that connects Salesforce and Xero. When a new outbound message is generated in Salesforce, it triggers the creation and sending of a sales invoice by email through Xero. This automation saves you time and ensures your sales invoices are promptly delivered to your customers, helping maintain a healthy cash flow and strong client relationships.
- When this happens...New Outbound Message
Triggers when a new outbound message is received in Salesforce.
- automatically do this!Send Sales Invoice by Email
Send Sales Invoice by Email
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