Salesforce Invoice Automation

With CustomJS, you can utilize Salesforce data to automate invoice actions. These integrations do not have to be event-driven but can also be triggered manually by sales team members.

Example

1. -  Generate a Link in Salesforce: Create a link that includes the necessary parameters, such as the invoice number and customer details.
2. -  Execute the CustomJS Function via Link: The sales team member can manually click the link to call the CustomJS function and pass the necessary parameters.
3. -  Send the Invoice: CustomJS processes the request and sends an invoice to the relevant customer.

Take a look at examples of JavaScript code for invoice automation here. You can also find all examples as templates if you create a new function in CustomJS:

Invoice Automation Code Examples