Create Wave invoices from updated Salesforce records
Effortlessly manage your finances with this Salesforce and Wave integration. When a specific field is updated in a Salesforce record, an invoice will be created in Wave, streamlining your billing process and ensuring timely invoicing. Stay organized and save time by automating your financial tasks with this seamless workflow.
Effortlessly manage your finances with this Salesforce and Wave integration. When a specific field is updated in a Salesforce record, an invoice will be created in Wave, streamlining your billing process and ensuring timely invoicing. Stay organized and save time by automating your financial tasks with this seamless workflow.
- 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 Invoice
Creates a new invoice.
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