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

Salesforce

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Filter by Zapier

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.

QuickBooks Online

Jagadeesh R

Anytime a new Opportunity record is created in Salesforce, filter my data in Filter by Zapier, find Customer record in Salesforce, Create Sales Receipt in QuickBooks Online.

Create Sales Receipt in QBO from SF Opportunity

“Anytime a new Opportunity record is created in Salesforce, filter my data in Filter by Zapier, find Customer record in Salesforce, Create Sales Receipt in QuickBooks Online.”

Trusted at companies large and small

This Zap works in 5 steps …

Anytime a new record is created in Salesforce

Filter my data in Filter by Zapier

Find record in Salesforce

Find or create customer in QuickBooks Online

Create sales receipt in QuickBooks Online

This Zap uses the following 3 apps

Salesforce

Filter by Zapier

QuickBooks Online

More ways to use these popular apps!