Create products or services in Wave from new Salesforce records
Effortlessly streamline your sales process with this powerful workflow. When a new record is created in Salesforce, it will generate a product or service in Wave accounting software. Save time on manual data entry and ensure consistency across platforms, making it easier for your team to track sales and manage finances.
Effortlessly streamline your sales process with this powerful workflow. When a new record is created in Salesforce, it will generate a product or service in Wave accounting software. Save time on manual data entry and ensure consistency across platforms, making it easier for your team to track sales and manage finances.
- 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 Product or Service
Creates a product or service in a business that you choose.
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