Create Xero sales invoices from updated Salesforce records
Keep your sales invoicing process seamless and efficient with this automation. Whenever a record is updated in Salesforce, this workflow will create a new sales invoice in Xero, ensuring your financial records stay up-to-date. Stay organized and save time by allowing your sales and accounting apps to work hand in hand.
Keep your sales invoicing process seamless and efficient with this automation. Whenever a record is updated in Salesforce, this workflow will create a new sales invoice in Xero, ensuring your financial records stay up-to-date. Stay organized and save time by allowing your sales and accounting apps to work hand in hand.
- When this happens...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.).
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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