FacturaDirecta + Salesforce
Add new FacturaDirecta contacts to Salesforce
A powerful CRM at your side is a great tool for tracking your client relationships but keeping your contact lists up-to-date can be a hassle. You can use this FacturaDirecta-Salesforce integration to automatically start adding new FacturaDirecta contacts to Salesforce to help you stay focused and productive.
A powerful CRM at your side is a great tool for tracking your client relationships but keeping your contact lists up-to-date can be a hassle. You can use this FacturaDirecta-Salesforce integration to automatically start adding new FacturaDirecta contacts to Salesforce to help you stay focused and productive.
- When this happens...New Contact
Triggers when a new contact is added.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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CompanyRequired
Type
Try ItCompanyRequired
Customer ID
Find Customer By Email
Find Customer By FiscalId
Customer Name
Customer Surname
Customer Email
Customer Phone
Customer Fiscal Id
Is final customer
Customer Address
Customer City
Customer Region
Customer Zip Code
Customer Country
External ID
Create as draft
Series
Created Date
Due Date
Visible notes
Internal notes
Tags
PDF Template
Currency
Line Total Decimals
Invoice total
Taxes Included
Auto calculate taxes
Mark as paid
Bank
Payment method
Send document
Include facturae
Generate PDF
Generate Facturae
Product SKU
Description
Quantity
Unit Price
Amount
Tax Codes
Tax Name
Tax Rate
Discount Rate
Tax amount
Shipping Item
Shipping Amount
Shipping Description
Shipping Tax Codes
Shipping Tax Name
Shipping Tax Rate. (Ex: 0.21)
Shipping Discount Rate. (Ex: 0.05)
Shipping Tax Amount
Rates Base 100
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try It
