AccountingSuite + Salesforce

AccountingSuite + Salesforce integrations

Create companies in AccountingSuite when new accounts are added in Salesforce

Keeping track of new customers is critical, but no one wants to enter their information over and over again across multiple apps. Save your time by having Zapier do the heavy lifting. Triggered by every new account you add on Salesforce, it will create a matching company on AccountingSuite, ensuring you can track each one effectively.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create CompanyCreates a new company.
ActionWrite

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More things you can do with Salesforce and AccountingSuite

Discover other triggers and actions you can use with Salesforce and AccountingSuite

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Customer
  Required
- Document
  Required
- Cash Payment
  Required
- Account
- Payment Method
- Date
- Ref#
- Invoice / Credit Selected
- Memo
Action
Write
- Address/Contact ID
  Required
- Company
  Required
- First Name
- Middle Name
- Last Name
- Email
- Phone
- Cell
- Fax
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State
- Zip
- Country
- Remit To
- Sales Person
- Notes
- Job Title
Action
Write
- Name
  Required
- Terms
  Required
- Currency
  Required
- Is This A Customer?
- Is This A Vendor?
- Dwolla Email/ID
- Website
- Notes
- Price Level
- Sales Person
- Sales
- Expense
- A/R Account
- A/P Account
Action
Write
- Code
  Required
- Description
  Required
- Unit Of Measure
  Required
- Inventory Account
  Required
- Sales Account
  Required
- Cost Of Goods Sold
  Required
- Price
- Cost
- UPC
- Category
- Reorder Point
- Taxable
- Discount Is Taxable
- Costing Method
Action
Write
- Code
  Required
- Description
  Required
- Unit Of Measure
  Required
- Sales Account
  Required
- Expense Account
  Required
- Price
- Cost
- Category
- UPC
- Taxable
- Discount Is Taxable
Action
Write
- Customer
  Required
- Invoice#
- Invoice Date
- Terms
- Ship From Location
- Shipping Carrier
- Tracking #
- Delivery Date
- Project
- Class
- Sales Person
- P.O./Ref.#
- Product
  Required
- Quantity
  Required
- Price
  Required
- Memo
- Discount
- Shipping
Action
Write
- Full Name
  Required
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Name
  Required
- Account Type
  Required
- Code
- Parent
- Memo
- Cash Flow Section
Action
Write
- Vendor
  Required
- Product
  Required
- Quantity
  Required
- Cost
  Required
- Terms
- Ship To Location
- A/P Account
- Bill Date
- Address
- Delivery Date
- Project
- Class
- URL
- Memo
- Bill #
Action
Write
- Description
  Required
- Default Location
- Notes
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State
- Zip
- Country
Action
Write
- Customer
  Required
- Project / Job
  Required
- Type
- Income (bdgt)
- Expense (bdgt)
- Hours
- Status
Action
Write
- Product
  Required
- Quantity
  Required
- Price
  Required
- Vendor
  Required
- Memo
- Shipto Location
- Project
- Classes
- PO#
- P.O.Date
- Delivery Date
Action
Write
- Customer
  Required
- SO#
- S.O.date
- Promise Date
- P.O./Ref.#
- Ship From Location
- Classes
- Project
- Product
  Required
- Quantity
  Required
- Price
  Required
- Discount
- Shipping
- Memo
Action
Write
- Task
  Required
- Project
- Class
- User
- Customer
- Date
- Hourly Rate
- Hours
- Billable
- SO #
Action
Write

About AccountingSuite

AccountingSuite is a powerful, all-in-one business application for accounting, cloud banking, order management, inventory management, project and time tracking into one cloud-driven platform.

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Related categories

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About Salesforce

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

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CRM (Customer Relationship Management)

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