Salesforce integration with Fattura24
How to Create Fattura24 sales documents from new leads in Salesforce
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
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Fattura24 sales documents from new leads in Salesforce" and then click on "Automate".
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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 Fattura24 integrations
Streamline your document creation workflows with this Flow. Once it's active, this integration automatically creates a document in Fattura24 from the details in each n...
Fattura24 actions
Nekton can use any feature that is available in Fattura24 API.
Using our advanced AI, you can easily create custom automations for Fattura24.
Here are some typical actions you can do in your automated workflows.
Create or Update Contact
Creates a contact in your address book, or updates an existing contact.
Create New Fee
Create a new daily fee on Fattura24.
Create Document
Creates an order, receipt, or invoice document.
About Fattura24
Fattura24 is an application available for web and mobile that helps entrepreneurs send invoices, track expenses, manage their clients and do many other things.