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QuickBooks Online + Salesforce

Create new QuickBooks Online vendors from new Salesforce records

Effortlessly manage your vendors with this workflow. Whenever you add a new record in Salesforce, it directly creates a new vendor in your QuickBooks Online account. This process not only streamlines your data entry tasks, but also saves you valuable time by ensuring vendor information is instantly available in QuickBooks for efficient financial management and invoicing. This reliable automation enhances productivity, thus letting you focus more on growing your business.

Effortlessly manage your vendors with this workflow. Whenever you add a new record in Salesforce, it directly creates a new vendor in your QuickBooks Online account. This process not only streamlines your data entry tasks, but also saves you valuable time by ensuring vendor information is instantly available in QuickBooks for efficient financial management and invoicing. This reliable automation enhances productivity, thus letting you focus more on growing your business.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerPolling
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Vendor

    Triggers when a new vendor 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.

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About Salesforce

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