Salesforce is where deals close — but payments still happen somewhere else. TouchSuite Connect bridges Salesforce and TouchSuite so that a closed-won opportunity automatically triggers an invoice and payment capture, and payment status flows back into the CRM without any manual work.
Get Integration DemoClosed-won opportunities don't automatically generate invoices — finance has to manually create them in a separate system after the sale closes.
Sales reps have no visibility into whether a closed deal has actually been paid — they're calling customers about renewals when invoices are still outstanding.
Accounts receivable data sits in a finance system that doesn't talk to Salesforce — creating duplicate customer records and conflicting account info.
Overdue invoices don't trigger any automated follow-up workflow in Salesforce — collections is entirely manual and inconsistent.
When a Salesforce opportunity moves to closed-won, TouchSuite Connect automatically generates an invoice and triggers payment capture in TouchSuite — zero manual steps.
When TouchSuite captures or declines a payment, the status updates immediately on the Salesforce opportunity and account record — full visibility for sales and finance.
TouchSuite Connect uses Salesforce opportunity data (amount, products, account) to generate a TouchSuite Payment Hub invoice — no rekeying, no errors.
Overdue payment events can trigger Salesforce tasks, alerts, or workflows automatically — keeping collections visible and consistent in the CRM your team already uses.
Salesforce opportunities and accounts drive payment workflows in TouchSuite — deal closed means invoice generated and payment triggered, automatically.
TouchSuite Payment Hub generates invoices directly from Salesforce opportunity data — amount, line items, contact — no duplicate data entry required.
Stage change to "Closed Won" triggers an automated payment request in TouchSuite — your sales workflow becomes your payment workflow.
Customers can view and pay invoices online — with payment status syncing back to the Salesforce account record in real time.
TouchSuite is configured as the payment processor — TouchSuite Connect connects to Salesforce via REST API with standard OAuth, no custom Apex needed.
Our integration team maps your Salesforce opportunity stages, account fields, and product line items to TouchSuite payment triggers and invoice generation rules.
Closed-won → invoice generated → payment captured → status updates in Salesforce. Sales reps see payment confirmation without leaving the CRM.
Both platforms include onboarding, dedicated support, and integration assistance. Both options come with a $0/mo & $0 upfront — requires active TouchSuite merchant account.
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