This automation scenario allows you to connect Salesforce and QuickBooks Online
It can be build using Automateio, a no-code workflow automation tool. Automateio allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Salesforce and QuickBooks Online can also be integrated using automation tools other than automateio:
When this trigger fires in Salesforce
Triggers when there is a new Contact
Then this action happens in QuickBooks Online
Creates a customer, updates existing one based on Display name
This guide contains information on how to set up an automatic workflow that allows to Add new Salesforce contacts to QuickBooks as customers.
Part I
First, we need to connect Salesforce and QuickBooks Online to Automateio.
Create Automateio account.
Create Automateio account if you don't have one.
Connect Salesforce to Automateio.
Give Automateio access to your Salesforce account, using Salesforce credentials.
Connect QuickBooks Online to Automateio.
Give Automateio access to your QuickBooks Online account, using QuickBooks Online credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Automateio.
Set up a Trigger action for Salesforce
Choose the following trigger: New Contact (Triggers when there is a new Contact).
Then set up an Action for QuickBooks Online
Choose this action: Add or Update a Customer (Creates a customer, updates existing one based on Display name).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Salesforce and QuickBooks Online.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Salesforce contacts to QuickBooks as customers!
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a record in an object is created or updated.
Triggers when a new outbound message is received in Salesforce.
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
Adds a new customer.
Adds a new invoice to customer by name.
Adds a new sales receipt (with line item support).
Creates a new payment, optionally linked to an invoice.
Returns info about a company.
Create bill
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
QuickBooks Online alternatives
Cloud automation platform which automates marketing, sales, and business workflows with no-code workflows
Automate.io was acquired by Notion in September 2021. Notion will be closing down the Automate product on October 31, 2022.