Qonto + Salesforce

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 Transaction
Triggers when a new transaction is detected.
TriggerPolling
automatically do this!
Create Record
Creates a new record of a specified Salesforce object.
ActionWrite

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Supported triggers and actions

- IBANRequired
Trigger
Polling
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- IBANRequired
- Status FiltersRequired
Trigger
Polling
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- IBANRequired
Trigger
Polling
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- IBANRequired
Trigger
Polling
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- IBANRequired
Trigger
Polling
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- Iban to DebitRequired
- Iban to CreditRequired
- Amount of the TransferRequired
- Currency of the amount (e.g.: EUR)Required
- Reference of your transferRequired
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

New Bank Account
Triggers when a new bank account is detected.
Trigger
Polling
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- IBANRequired
- Status FiltersRequired
Trigger
Polling
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- IBANRequired
Trigger
Polling
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- IBANRequired
Trigger
Polling
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- Idempotency Key (The key must be a unique string for each transfer)Required
- Beneficiary IbanRequired
- Debit IbanRequired
- Amount of the transferRequired
- Currency of the amount (e.g.: EUR)Required
- Reference of your transferRequired
- Transfer note
- Scheduled date (Only accepts a future date in YYYY-MM-DD format)
Action
Write
- Transaction IDRequired
- Attachment FileRequired
- Attachment FilenameRequired
- Attachment File ExtensionRequired
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Qonto

Qonto is bank built to make finances easier for businesses.

Learn more

Related categories

Payment Processing

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Qonto + Salesforce

Create new Salesforce records from every new Qonto transaction

Bank Account Balance Change

New Transaction (Legacy)

Updated Transaction

Transaction Updated Labels

New Transfer

Create Internal Transfer

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

New Bank Account

New Transaction

Transaction Updated Attachments

Transaction Updated VAT

Create External Transfer

Add Attachment

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

About Qonto

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces