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Cotiza

“Anytime an updated field on record is created in Salesforce, find record(s) in Salesforce, find record(s) in Salesforce, etc.”

Francisco Lamplecreated by Francisco Lample
How Zapier works (57 sec)
How Zapier works (57 sec)
Try this Zap FREE for 14 days

Trusted at companies large and small

This Zap works in 8 steps …

  • Step 1 - Trigger

    Anytime an updated field on record is created in Salesforce

  • Step 2 - Action

    Find record(s) in Salesforce

  • Step 3 - Action

    Find customer in QuickBooks Online

  • Step 4 - Action

    Find record(s) in Salesforce

  • Step 5 - Action

    Find record(s) in Salesforce

  • Step 6 - Action

    Find record(s) in Salesforce

  • Step 7 - Action

    Find product(s) in QuickBooks Online

  • Step 8 - Action

    Create estimate in QuickBooks Online

    • 4 minutes to set up
    • Get back 1.2 hrs /week
    • 141 people use this app pairing

    This Zap uses the following 2 apps

    • Salesforce logo
    • QuickBooks Online logo

    Salesforce + QuickBooks Online

    Check out all the other ways you can connect Salesforce and QuickBooks Online.
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