Salesforce integration with Xledger
How to Create or update customers in Xledger from newly-updated fields on Salesforce records
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 or update customers in Xledger from newly-updated fields on Salesforce records" 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 Xledger integrations
Xledger actions
Nekton can use any feature that is available in Xledger API.
Using our advanced AI, you can easily create custom automations for Xledger.
Here are some typical actions you can do in your automated workflows.
Create Donation Deposit
Creates a donation deposit along with one row of details.
Create Employee
Creates an employee in Xledger. This include user, contact and supplier creation.
The new employee and user will have the employee role by default.
Create GL Import Item
Creates a GL import item.
Create or Update Customer
Creates a new customer, if the code is already used in Xledger, the existing customer is updated instead.
Create or Update a Project
Creates a new project, if the code is already used in Xledger, the existing project is updated instead.
Create Purchase Order Detail
Creates a purchase order detail, i.e a purchase order line.
About Xledger
Xledger is cloud based accounting platform. It leverages automation to save users time and use complex worflows.