Qonto + Salesforce

Qonto + Salesforce integrations

Create new Salesforce records from every new Qonto transaction

Whenever a new transaction takes place in Qonto, let this workflow add the details directly into Salesforce for you, creating a new record. Saving you valuable time and reducing manual data entry, it ensures all transaction information is promptly tracked in Salesforce for seamless bookkeeping and financial management.

When this happens...
New TransactionTriggers when a new transaction is detected.
TriggerPolling
automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWrite

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More things you can do with Qonto and Salesforce

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

- IBAN
  Required
Trigger
Polling
Try It
- IBAN
  Required
- Status_filters
  Required
Trigger
Polling
Try It
- IBAN
  Required
Trigger
Polling
Try It
- IBAN
  Required
Trigger
Polling
Try It
- IBAN
  Required
Trigger
Polling
Try It

- Iban to Debit
  Required
- Iban to Credit
  Required
- Amount of the Transfer
  Required
- Currency of the amount (e.g.: EUR)
  Required
- Reference of your transfer
  Required
Action
Write
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

New Bank Account
Triggers when a new bank account is detected.
Trigger
Polling
Try It
- IBAN
  Required
- Status_filters
  Required
Trigger
Polling
Try It
- IBAN
  Required
Trigger
Polling
Try It
- IBAN
  Required
Trigger
Polling
Try It
- Idempotency Key (The key must be a unique string for each transfer)
  Required
- Beneficiary Iban
  Required
- Debit Iban
  Required
- Amount of the transfer
  Required
- Currency of the amount (e.g.: EUR)
  Required
- Reference of your transfer
  Required
- Transfer note
- Scheduled date (Only accepts a future date in YYYY-MM-DD format)
Action
Write
- Transaction ID
  Required
- Attachment File
  Required
- Attachment Filename
  Required
- Attachment File Extension
  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

About Qonto

Qonto is bank built to make finances easier for businesses.

Learn moreLearn moreHelpHelp

Related categories

Payment Processing

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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