How to Automate Your Subscription Billing Using InterWeave + Salesforce
Automating subscription billing with Salesforce and InterWeave SmartSolutions eliminates manual invoicing, reduces errors, ensures timely payments, and improves cash flow—all while keeping your teams in sync. With InterWeave’s no-code platform, this powerful automation can be set up quickly and configured to your business rules.
Use Case Example
Scenario: A SaaS company uses Salesforce to manage customer subscriptions. When a new subscription is sold (or renews), the system should:
Step-by-Step Setup Using InterWeave
Step 1: Configure Subscription Fields in Salesforce
Create or use standard/custom objects for:
These fields will serve as triggers and data points in the InterWeave workflow.
Step 2: Set Up a Payment Profile in InterWeave
This profile defines how and when the recurring payment happens.
Step 3: Map Salesforce Data to Payment Gateway
InterWeave will use the stored payment token securely—no sensitive card data ever touches Salesforce.
Step 4: Automate Invoice Generation (Optional)
If you’re using QuickBooks or Sage, InterWeave can also:
All done in real time—no human input required.
Step 5: Configure CRM Updates & Notifications
In the Post-Payment Action tab:
Complete visibility into billing activity—inside Salesforce.
Full Example Workflow
Benefits of Automated Subscription Billing with InterWeave
Benefit | Impact |
Save time | No more manual invoicing or billing |
Get paid faster | Payments process automatically and on time |
Reduce errors | Accurate, consistent billing data |
Improve reporting | Real-time insights in Salesforce |
Stay compliant | Tokenized payments and PCI-compliant workflows |
Bonus Features Available