View Categories

Update Payment Status

< 1 min read

1. Go to “Workflows” from Dashboard.

2. Select as follows and click on “Create” button to create the workflow.

 

3. You will be redirect to workflow edit screen.

4. Change the name of the workflow as your wish.

5. Authorize Xero and Salesforce account. If it is already done then just click on “Continue” button and proceed to next step.

6. Type and Select “Invoice” object, “InvoiceID” field, and “Xero_id_c” value from the drop-down list and click on “Continue” button.

7. Fill up the fields in the form and click on “Finish” button.

 

Powered by BetterDocs