Is there a way to create
WF/Apex Trigger to trigger a button on the record.
we use Zuora for SalesForce quote when customer accept the quote sales rep get an email notification through Sertifi e-signature (which is also configured in SalesForce), then the user goes into the quote to click
Send to Zuora button which will change the status of the quote from
Sent to z-bill and eventually Zuora will receive the quote.
We want to automate the process so that when customer accept the quote then quote should be sent from salesforce to Zuora. any help would be really appreciated.
PS - Sertifi status shows pending when the quote is sent to the customer and when customer accepts it, the status will changed to