Use revenue tasks in Workflow
Learn how to find and configure revenue tasks in Workflow to pass revenue data through the workflow payload.
To find and use revenue tasks in Workflow:
- In the Zuora UI, navigate to .
- Create a new workflow or open an existing workflow definition.
- Add a task.
- In the task selection window, select the Revenue category or search for Revenue.
- Select the required Revenue task and configure its settings.
- Connect the task to the rest of the workflow and map values from the workflow data payload as needed.
- Test the workflow in a non-production tenant, then run or activate it according to your operating model.
Workflow tasks can pass data from one task to another through the workflow data payload. Use the task output and the documented task fields to map identifiers such as revenue contract, performance obligation, transaction line, book, or batch values.