Document exchange with Salesforce
Exchange all your documents automatically
with
Salesforce
How to set up document export from GetMyInvoices to Salesforce.
- Try it, no obligation
- Explore all features
- No risk
GetMyInvoices automates document
exchange with
Salesforce
The integration process of GetMyInvoices and Salesforce
Salesforce connects with GetMyInvoices so invoices and documents can be exported automatically. GetMyInvoices collects documents from more than 10,000 portals, email inboxes and uploads, then sends them to Salesforce on the schedule you choose.
How to automate
the
Salesforce
integration
-
Connect the account
Connect Salesforce with GetMyInvoices in just a few minutes.
-
Define conditions
Define which documents are handed over to Salesforce and when.
-
Hand over automatically
GetMyInvoices hands the documents, along with their supported data, over to Salesforce automatically.
Transfer all your invoices directly to Salesforce, from more than 10,000 portals
GetMyInvoices connects over 10,000 portals with your accounting software. Set up a single automated workflow for all incoming documents instead of managing invoices manually across several providers.
