1.Detect invoice status updates to paid
Integrate Salesforce to trigger when an invoice status updates to paid.
Set account status to Onboarding when invoice is paid
Automatically monitor invoice status updates to paid across Salesforce and onboard customer accounts. Automatically advance account status when invoices postβso you can find matching accounts, filter candidate stages, and update onboarding status without manual reporting.
How this automation advances customer onboarding
When invoices get marked paid outside a workflow, onboarding updates can lag and provisioning waits. This automation monitors invoice paid updates, finds the matching account, filters candidate stages, and updates the account onboarding statusβso your team can start onboarding without chasing records.
Salesforceor swap with your favorite app
2.Find account by invoice reference
Integrate Salesforce and CRM lookups to map invoice customer reference to Account ID.
3.Continue only for candidate stages
Integrate Filter by Zapier and stage rules to limit updates to configured pre-onboarding stages.
Filter by Zapieror swap with your favorite app
4.Update account onboarding status
Integrate Salesforce and record updates to set the account status field to the configured onboarding value.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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