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QuickBooks Online + Salesforce

Generate QuickBooks Online customers with new Salesforce accounts

Looking to streamline your invoicing workflows? Set up this Zap to effortlessly add each new Salesforce account to QuickBooks Online. Once this integration is active, it automatically generates a new QuickBooks Online customer as soon as a new account is added to your Salesforce account.

Looking to streamline your invoicing workflows? Set up this Zap to effortlessly add each new Salesforce account to QuickBooks Online. Once this integration is active, it automatically generates a new QuickBooks Online customer as soon as a new account is added to your Salesforce account.

  1. When this happens...
    SalesforceSalesforce
    New Record

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

    TriggerScheduled
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Customer

    Triggered when you add a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

      This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.

    • Salesforce ObjectRequired

      Pick which type of object you want to watch for changes on.

    Trigger
    Scheduled
    Try It
    • CampaignRequired

      Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

    • ContactRequired

      If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

    Action
    Write
    • CampaignRequired

      Select which campaign to add lead. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

    • LeadRequired

      If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

    Action
    Write
    • Salesforce ObjectsRequired

      Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

      Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

      Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

    • Record to LinkRequired

    • FileRequired

      The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files

    • VisibilityRequired

      Specifies whether this file is available to all users, internal users, or shared users.

    Action
    Write
    • FileRequired

    • Salesforce ObjectRequired

      Pick the type of object you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

    • Description

    • Is Private

      Defaults to false if left blank.

    Action
    Write
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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.
Learn more

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  • Accounting

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