We all rely on project management to plan our projects and expenses, both of these depend on various criteria, and could be time-sensitive sometimes.
Whether we work in-house or freelance, invoicing is part of how we deal with expenses, estimating the overall costs and ROI of a project.
Invoicing is directly connected to efficiency in terms of work done per project, and being able to deliver invoices in a timely manner is imperative.
From project management, billing, messaging to issue tracking, user enrichment and provisioning, Cloudpipes help you build customized and automated workflows. In this post we'll demonstrate how a won opportunity in Salesforce can create and send a Xero invoice.
Integrate Jira and Smartsheet with Cloudpipes
Before constructing our invoice-creating pipeline, we need to connect Salesforce and Xero to Cloudpipes. If you have a Cloudpipes account, just click on Create a Pipeline. From there search for each of the channels in the drop-down menu in the upper-right corner, then click Connect.
The first step in the construction of our pipeline would be to place a trigger, which will start the process every time a Salesforce object is being updated. In our case this object would be an opportunity.
Additionally, we can include condtions based on date, opportunity and product ID, among others. If needed, we can also include a regular expression to map custom fields, or to set additional values.
Next, we'll extract the specific Salesforce object by ID. Here we can specify the object type and ID, as well as the account. Further linking to a previous pipe is also possible.
From there Cloudpipes will go on to search for specific Xero contacts. Those can be sorted out by order, limit of the returned contacts, and if needed we can add more conditions to map the contact's name, status, email, even bank account details.
Once our contact is found, Cloudpipes will issue an invoice through Xero. In our case we specified the account name, contact, the invoice type, recepient's name and the amount billed.
After the invoice has been created, Cloudpipes will then update the Salesforce opportunity. Any further changes there will also apply to the Xero invoice.
And we're set! That's just one way of doing invoicing with Cloudpipes. You can always experiment with different tools and workflows.
Have a nifty way of sending invoices? We'd love to hear more about it.