Automation with flows

Invoice Automation

You can automate Invoice creation using Salesforce flows.

Use Case

To automate Invoice creation when an Opportunity Stage = Closed Won.

You can choose your conditions in the flow on a standard object or a custom object.

How to create a flow to automate invoice creation?
Go to Setup -> Flows -> Create a new flow

Select the "Record-Triggered Flow" and click on [ Create ] button

Select the object, in our case it is opportunity object. You can choose a custom object or standard object.

Choose the option "A record is created or updated" under Configure Trigger

      Set Entry Conditions, in our case Opportunity.StageName = Closed Won

      Following this click on Add Element on the flow builder followed by selecting the < Action >                         option

      In the next screen search for the Action < Custom Invoice > 

      Label the action

Note: We have enabled many functions to be used in the flow to suit your business needs. All our actions are prefixed by RDSFX

Next enter parameterIds, use the below provided parameter, replace mapping Id with the id that was generated after creating the < Xero Custom Object Mapping > record

  recordid={!$Record.Id}&mappingid=<Mapping Id>

​Debug and Activate the flow. Test the flow.

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