Zuora Platform: Use Case: Fetching Custom Object Records and Creating Custom Invoice Document

Zuora Platform: Use Case: Fetching Custom Object Records and Creating Custom Invoice Document

Notify the customer through SMS when a new invoice for a subscription is created.

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About this course

Welcome to the Zuora Platform: Use Case: Generating Invoice, Fetching Custom Object Records, and Creating Custom Document course. This course will explain you how to build a workflow that automates the process of generating the first invoice for the new subscription, fetching the channel entitlements using custom object records, generating an invoice with contract details using the custom document, and finally notifying the customer through SMS with all the details. 

By the end of this course, you'll be able to:

  • Configure various workflow tasks
  • Integrate various platform features within Workflow

Click the Enter/Start Course button above to start.

Course20 minutes

  • Module 1: Use Case
  • Notifying Customers of a New Subscription Through SMS
  • DEMO: Notifying Customers of a New Subscription Through SMS
  • Module Recap
  • Module 2: End of Course
  • Rate This Course!
  • What's Next?

About this course

Welcome to the Zuora Platform: Use Case: Generating Invoice, Fetching Custom Object Records, and Creating Custom Document course. This course will explain you how to build a workflow that automates the process of generating the first invoice for the new subscription, fetching the channel entitlements using custom object records, generating an invoice with contract details using the custom document, and finally notifying the customer through SMS with all the details. 

By the end of this course, you'll be able to:

  • Configure various workflow tasks
  • Integrate various platform features within Workflow

Click the Enter/Start Course button above to start.

Course20 minutes

  • Module 1: Use Case
  • Notifying Customers of a New Subscription Through SMS
  • DEMO: Notifying Customers of a New Subscription Through SMS
  • Module Recap
  • Module 2: End of Course
  • Rate This Course!
  • What's Next?