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QuickBooks Online + Salesforce

Manage new Salesforce outbound messages by creating expenses in QuickBooks Online

Effortlessly track your sales efforts by creating an expense in QuickBooks Online each time a new outbound message is sent in Salesforce. This workflow streamlines your financial tracking by instantly recording each client communication as an operational expense in QuickBooks Online. Eliminate manual data entry and keep your finance team updated with this seamless integration between two powerful business tools.

Effortlessly track your sales efforts by creating an expense in QuickBooks Online each time a new outbound message is sent in Salesforce. This workflow streamlines your financial tracking by instantly recording each client communication as an operational expense in QuickBooks Online. Eliminate manual data entry and keep your finance team updated with this seamless integration between two powerful business tools.

  1. When this happens...
    SalesforceSalesforce
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    TriggerInstant
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Expense

    Triggers when a new expense is added.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
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    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Related categories

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.