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QuickBooks Online + Salesforce

Create Salesforce records for new QuickBooks Online payments

Effortlessly stay on top of your finances with this seamless workflow between QuickBooks Online and Salesforce. When a new payment is recorded in QuickBooks Online, a corresponding record will be created in Salesforce, ensuring that your financial data is always up-to-date and organized. This one-time setup eliminates manual data entry and saves time while maintaining accuracy across both platforms.

Effortlessly stay on top of your finances with this seamless workflow between QuickBooks Online and Salesforce. When a new payment is recorded in QuickBooks Online, a corresponding record will be created in Salesforce, ensuring that your financial data is always up-to-date and organized. This one-time setup eliminates manual data entry and saves time while maintaining accuracy across both platforms.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Payment

    Triggers when a payment is received (with line item support).

    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

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About Salesforce

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