QuickBooks Online + Salesforce

Create Salesforce records for new QuickBooks Online sales receipts

Effortlessly stay ahead of your sales with this streamlined workflow. When a new sales receipt is created in QuickBooks Online, a corresponding record is instantly created in Salesforce. This seamless connection ensures all your sales data is accurately reflected across both platforms in real time. Enhance your sales processes with this efficient automation, without having to manually transfer data.

Effortlessly stay ahead of your sales with this streamlined workflow. When a new sales receipt is created in QuickBooks Online, a corresponding record is instantly created in Salesforce. This seamless connection ensures all your sales data is accurately reflected across both platforms in real time. Enhance your sales processes with this efficient automation, without having to manually transfer data.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Sales Receipt

    Triggers when a new sales receipt is added.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

  • QuickBooks Online triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • DaysRequired

    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

  • Accounting

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About Salesforce

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

  • CRM (Customer Relationship Management)

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