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QuickBooks Online

QuickBooks Online and Salesforce Integration

Sync contact data and automate CRM actions. Connect QuickBooks Online and Salesforce. Run workflows.

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Popular Integrations

  • QuickBooks Online Salesforce

    Add or Update a Lead in Salesforce on a New Customer in QuickBooks Online

  • QuickBooks Online Salesforce

    Add or Update a Contact in Salesforce on a New Customer in QuickBooks Online

  • Salesforce QuickBooks Online

    Add or Update a Customer in QuickBooks Online on a New Contact in Salesforce

  • Salesforce QuickBooks Online

    Add or Update a Customer in QuickBooks Online on a New Lead in Salesforce

  • Salesforce QuickBooks Online

    Add or Update a Customer in QuickBooks Online on a New Custom Object in Salesforce

  • Salesforce QuickBooks Online

    Add or Update a Customer in QuickBooks Online on a Updated Contact in Salesforce

  • Salesforce QuickBooks Online

    Add an Invoice in QuickBooks Online on a New Opportunity in Salesforce

Looking for something else?


Create your own Integration

Connect QuickBooks Online and Salesforce the way you want. Start by selecting the trigger and action events listed here.

When This Happens

TRIGGERS
  • Salesforce

    New Contact

    Triggers when there is a new Contact
  • Salesforce

    New Custom Object

    Triggers when there is a new Custom Object (of the type selected) is created
  • Salesforce

    New Lead

    Triggers when there is a new Lead
  • Salesforce

    Updated Opportunity

    Triggers when an existing Opportunity is updated
  • Salesforce

    New Opportunity

    Triggers when there is a new Opportunity
  • Salesforce

    New Task

    Triggers when there is a new Task
  • Salesforce

    New Account

    Triggers when there is a new Account
  • Salesforce

    Updated Opportunity Property

    Triggers when an existing Opportunity's property is updated
  • Salesforce

    New Event

    Triggers when there is a new Event
  • Salesforce

    Updated Lead

    Triggers when an existing Lead is updated
  • Salesforce

    Updated Account

    Triggers when an existing Account is updated
  • Salesforce

    Updated Custom Object

    Triggers when an existing Custom Object is updated
  • Salesforce

    Updated Contact

    Triggers when an existing Contact is updated
  • Salesforce

    Updated Contact Property

    Triggers when an existing Contact's property is updated
  • Salesforce

    Updated Account Property

    Triggers when an existing Account's property is updated
  • Salesforce

    New Case

    Triggers when there is a new Case
  • Salesforce

    New Note

    Triggers when there is a new Note
  • Salesforce

    Updated Opportunity Stage

    Triggers when an existing Opportunity's Stage is changed
  • Salesforce

    New Case Comment

    Triggers when there is a new Comment on a Case
  • QuickBooks Online

    New Expense

    Triggers when a new Expense is created
  • QuickBooks Online

    New Bill

    Triggers when a new Bill is created in Expenses
  • QuickBooks Online

    New Customer

    Triggers when a customer is created
  • QuickBooks Online

    New Journal Entry

    Triggers when a new Journal Entry is created
  • QuickBooks Online

    New Payment

    Triggers when a payment is received
  • QuickBooks Online

    New Purchase Order

    Triggers when a new Purchase Order is created
  • QuickBooks Online

    New Invoice Line Item

    Triggers when there is a new Invoice, for each line item. If there is an invoice with 5 line items, the Bot will run 5 times, each time with details of one line item.
  • QuickBooks Online

    New Sales Receipt

    Triggers when you add a new Sales Receipt
  • QuickBooks Online

    New Account

    Triggers when you add a new Account
  • QuickBooks Online

    Invoice Updated

    Triggers when an existing Invoice gets Updated
  • QuickBooks Online

    New Invoice

    Triggers when you add a new Invoice
  • QuickBooks Online

    New Estimate

    Triggers when a Estimate is added
  • QuickBooks Online

    Modified Customer

    Triggers when a customer data is modified
  • QuickBooks Online

    Bill Due

    Triggers when a Bill is nearing/past Due date by a specified number of days.
  • QuickBooks Online

    Invoice Due

    Triggers when an Invoice is nearing/past Due date by a specified number of days.
  • QuickBooks Online

    New Vendor

    Triggers when a Vendor is added

Do this

ACTIONS
  • QuickBooks Online

    Add or Update a Customer

    Creates a customer, updates existing one based on Display name
  • QuickBooks Online

    Add an Invoice

    Creates an invoice for a customer
  • QuickBooks Online

    Add a Payment

    Creates a Payment for a Customer
  • QuickBooks Online

    Add a Sales Receipt

    Creates a sales invoice for a customer
  • QuickBooks Online

    Add a Vendor

    Creates a new Vendor
  • QuickBooks Online

    Add a Purchase Order

    Add a Purchase Order
  • QuickBooks Online

    Add an Expense (account based)

    Add an expense (account line support)
  • QuickBooks Online

    Add a Credit Note

    Add a Credit Note
  • QuickBooks Online

    Add a Product or Service

    Creates a new Product/Service
  • QuickBooks Online

    Add a Journal Entry

    Add a Journal Entry
  • QuickBooks Online

    Add Line Item To Invoice

    add a new line item to an existing invoice
  • QuickBooks Online

    Add Note

    Add Note to a Resource
  • QuickBooks Online

    Add a Bill

    Add a bill to a vendor
  • QuickBooks Online

    Add a Cheque

    Add a Cheque
  • QuickBooks Online

    Add a Refund Receipt

    Adds a Refund Receipt
  • QuickBooks Online

    Add an Estimate

    Add an Estimate
  • QuickBooks Online

    Add Time Activity

    Add Time Activity
  • QuickBooks Online

    Add an Expense (item based)

    Add an expense
  • QuickBooks Online

    Search a Customer

    Searches for a Customer based on Name or Email
  • QuickBooks Online

    Update Bill

    Updates an existing Bill
  • QuickBooks Online

    Search a Product or Service

    Searches for products/service based on name. Use this to dynamically add line items to Invoice/Bill/Expense.
  • QuickBooks Online

    Search Vendors

    Searches for a Vendor based on Name, Email or Id
  • QuickBooks Online

    Send Invoice

    Send an invoice to a specified email
  • QuickBooks Online

    Send a Sales Receipt

    Send a Sales Receipt to a specified email
  • QuickBooks Online

    Update an Invoice

    Updates an existing Invoice using Invoice ID
  • QuickBooks Online

    Search Invoice

    Searches for a Invoice based on Invoice Number
  • Salesforce

    Add or Update a Contact

    Creates a new Contact or updates an existing Contact
  • Salesforce

    Add or Update a Lead

    Creates a new Lead or updates an existing Lead
  • Salesforce

    Add or Update an Account

    Creates a new Account or updates an existing Account
  • Salesforce

    Add or Update a Custom Object

    Creates a new Custom Object or updates an existing Custom Object
  • Salesforce

    Add or Update an Event

    Creates a new Event or updates an existing Event
  • Salesforce

    Add a Note

    Creates a new Note
  • Salesforce

    Add or Update an Opportunity

    Creates a new Opportunity or updates an existing Opportunity
  • Salesforce

    Add or Update a Task

    Creates a new Task or updates an existing Task
  • Salesforce

    Add a Campaign Member

    Creates a new Campaign Member (Existing Lead or Contact)
  • Salesforce

    Add or Update a Case

    Creates a new Case or updates an existing Case
  • Salesforce

    Search a User

    Search Users
  • Salesforce

    Get Account of a Contact

    Get Accountof a Contact
  • Salesforce

    Add a Call Log

    Creates a new Call log
  • Salesforce

    Get Contacts for a Opportunity

    Get Contacts for Opportunity
  • Salesforce

    Search an Account

    Search Accounts
  • Salesforce

    Search a Task

    Search Tasks
  • Salesforce

    Search an Opportunity

    Search Opportunities
  • Salesforce

    Search a Contact

    Search Contacts
  • Salesforce

    Search a Custom object

    Search Custom Objects
  • Salesforce

    Search an Event

    Search Events
  • Salesforce

    Search a Lead

    Search Leads
  • Salesforce

    Get Opportunities of a Contact

    Get Opportunity for Contact
  • Salesforce

    Search a Folder

    Search Folders
  • Salesforce

    Search a Case

    Search Cases
  • Salesforce

    Search a Campaign

    Search Campaigns

Let's Integrate

Create your custom integration by selecting the Trigger event and Action to be performed.

Run Workflows

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