QuickBooks Online Beta

Salesforce 


Integrate QuickBooks Online with Salesforce
triggered when you add a new invoice (with line item support) in quickbooks online , send the information to SalesForce.




What is QuickBooks Online?

QuickBooks is an accounting software package developed and marketed by Intuit. QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications

What is Salesforce?

Salesforce.com, is an American cloud computing company headquartered in San Francisco, California. Though its revenue comes from a customer relationship management (CRM) product, Salesforce also sells commercial applications of social networking through acquisition and internal development.



How to set the workflow up

  • Select QuickBooks Online as your trigger app and select an event
  • Select Salesforce as your action app and select an event
  • Map the fields from QuickBooks Online to Salesforce by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

Triggered when you add a new invoice (with line item support) in QuickBooks Online , send the information to SalesForce.

Coming soon

  

Triggered when you add a new invoice (with line item support) in QuickBooks Online , send the information to SalesForce.

Coming soon

  

Triggered when you add a new invoice (with line item support) in QuickBooks Online , send the information to SalesForce.

Coming soon

  

Triggered when you add a new invoice (with line item support) in QuickBooks Online , add a lead to a campaign in Salesforce.

Coming soon

  

Triggered when you add a new invoice (with line item support) in QuickBooks Online , create a new custom object (of the type you choose) in Salesforce.

Coming soon

  

Triggered when you add a new invoice (with line item support) in QuickBooks Online , add a contact to a campaign in Salesforce.

Coming soon