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Automate the creation of an RF
If you want to save time, you can automatically create, validate and send an RF by email
Creation of the 4-in-1 flow
STEP #1
Setting up the creation of the tax receipt
- Action added: create_tax_receipt__c
Setting up tax receipt validation
- Action added: validate_tax_receipt__c
Document generation action
- Action added: GNC_generate_document__c
Action to send the document by email
- Add action: Send e-mail with attachment
☝️ Org Flow
Go to our sample feed org for inspiration. Find the use cases most used by our customers.
- address: login.salesforce.com
- id: tester@gonexa.fr
- password: Gonexa01