Quickbooks Online - Salesforce Integration
Automate invoice generation from built-in and custom objects, sync customer and sales data, transactions and product data, and more with our Quickbooks Online - Salesforce integration
Syncing data shouldn't be hard or complicated
Generic / polling:
- A new Item (such as a product or or a service) was created
- A new Invoice was generated in Quickbooks
- An existing Invoice is approaching its due date
- A new Sales Receipt was added in Quickbooks
- A Payment for an existing Bill was received
- A new Account was created or an existing Account was updated
- ...and much, much more
- This is a polling trigger that gets any object by a selected type. This trigger supports response pagination and all types of business entities.
Fundamental:
- A custom or built-in object in Salesforce is created (e.g. Account, Contact, Lead, Contract, Product)
- A custom or built-in object was updated in Salesforce
Advanced:
- An SOQL query returned a result:
- For example: Check the account and contact associated with a recently updated opportunity or Set the currency to the corporate currency when a new opportunity is created
- Receive Salesforce platform events as notification such as “a new order placement” or “order was shipped” upon their creation
Fundamental:
- Create a new entity that can’t be added with API
- Add a new or update an existing object in Quickbooks
- For example: Create a new Account in Quickbooks when a new Lead is generated in Salesforce, Update the Invoice in Quickbooks when a Billing Address is changed in Salesforce
- Delete an existing object in Quickbooks (e.g. Bill, Estimate, Vendor, Employee, etc.)
Fundamental:
- Create a new object in Salesforce (e.g. Account, Lead, Contact, Opportunity)
- Create or update a selected object in Salesforce
- Delete an object in Salesforce by a selected field (e.g. Account ID or Contract ID)
- Lookup a list of objects that satisfy specific criteria
- Lookup an object available in Salesforce by a selected field (e.g. Account ID or Contract ID)
Advanced:
- Filter your organization’s data for specific information using SOQL
- Quickly load large amounts of data from CSV file into Salesforce - bulk create/update/delete/upsert action
- Fetch records to a CSV file - bulk query action
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Mapping data is just the first step...
transform data
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orchestrate data flows
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filter data
using a custom condition defined with JSONata
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