Salesforce integration with FacturaDirecta
How to Create FacturaDirecta contacts from new Salesforce leads
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create FacturaDirecta contacts from new Salesforce leads" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate FacturaDirecta integrations
FacturaDirecta actions
Nekton can use any feature that is available in FacturaDirecta API.
Using our advanced AI, you can easily create custom automations for FacturaDirecta.
Here are some typical actions you can do in your automated workflows.
Create Sales Invoice
Creates a sales invoice (with line-item support).
Create Client
Creates a client.
Update Invoice Balance
Creates a new payment for the invoice.
New Contact
Triggers when a new contact is added.
About FacturaDirecta
FacturaDirecta is an easy accounting software for small business and freelancers.