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Salesforce + QuickBooks Online + Donately Integrations

Salesforce + QuickBooks Online + Donately Integrations

Zapier lets you send info between Salesforce and QuickBooks Online and Donately automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Do even more with Salesforce + QuickBooks Online + Donately

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Salesforce, QuickBooks Online, and Donately. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • 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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How to connect Salesforce + QuickBooks Online + Donately

  1. Step 1: Authenticate Salesforce, QuickBooks Online, and Donately.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)
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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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About Donately

Donately makes online donations dead simple and provides a space for non-profits to manage their donors and online giving activity with ease.
Learn more

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