← Integrations
Salesforce
Via MakeSalesforce is in Make, and so is Instnt Print. A scenario of two steps: when Salesforce sees a closed opportunity, print the order slip. No code, and nothing runs on your own machine.
How to set it up
- 01In Make, start a scenario with Salesforce as the trigger: a closed opportunity.
- 02Add the Instnt Print module “Print a template”, pick the printer and the template for the order slip.
- 03Map the fields from Salesforce onto the template’s fields, run it once, and check the printer.