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Sync contact data, manage deal flow and automate your sales pipeline in Salesforce. Generate invoices and automatically process payments in QuickBooks Online. Do much more by connecting QuickBooks Online and Salesforce.
Scott M
Printing Business Owner
★ ★ ★ ★ ★
“One of the best apps ever for our business. In a very short time we have automated much of our workflow in our to do list and queue system (Trello), our accounting (QuickBooks Online), notification management (email), and shipping and tracking (shiprush), as well as social media (facebook, instagram, twitter).”
Looking for something else?
Connect QuickBooks Online and Salesforce the way you want. Start by selecting the trigger and action events listed here.
New Contact
Triggers when there is a new Contact
New Custom Object
Triggers when there is a new Custom Object (of the type selected) is created
New Lead
Triggers when there is a new Lead
New Opportunity
Triggers when there is a new Opportunity
Updated Opportunity
Triggers when an existing Opportunity is updated
New Account
Triggers when there is a new Account
New Event
Triggers when there is a new Event
New Task
Triggers when there is a new Task
Updated Account
Triggers when an existing Account is updated
Updated Contact
Triggers when an existing Contact is updated
Updated Contact Property
Triggers when an existing Contact's property is updated
Updated Custom Object
Triggers when an existing Custom Object is updated
Updated Lead
Triggers when an existing Lead is updated
Updated Opportunity Property
Triggers when an existing Opportunity's property is updated
New Case
Triggers when there is a new Case
New Note
Triggers when there is a new Note
Updated Account Property
Triggers when an existing Account's property is updated
Updated Opportunity Stage
Triggers when an existing Opportunity's Stage is changed
New Case Comment
Triggers when there is a new Comment on a Case
New Bill
Triggers when a new Bill is created in Expenses
New Bill Payment
Triggers when a Payment is made for existing Bills
New Customer
Triggers when a customer is created
New Expense
Triggers when a new Expense is created
New Journal Entry
Triggers when a new Journal Entry is created
New Payment
Triggers when a payment is received
New Purchase Order
Triggers when a new Purchase Order is created
Estimate Updated
Triggers when an existing Estimate gets Updated
Invoice Updated
Triggers when an existing Invoice gets Updated
New Account
Triggers when you add a new Account
New Credit Memo
Triggers when you add a new Credit Memo
New Expense Line Item
Triggers when there is a new Expense, for each line item. If there is an Expense with 5 line items, the Bot will run 5 times, each time with details of one line item.
New Invoice
Triggers when you add a new Invoice
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.
New Product or Service
Triggers when you add a new Product or Service
New Sales Receipt
Triggers when you add a new Sales Receipt
Bill Due
Triggers when a Bill is nearing/past Due date by a specified number of days.
Modified Customer
Triggers when a customer data is modified
Invoice Due
Triggers when an Invoice is nearing/past Due date by a specified number of days.
New Estimate
Triggers when a Estimate is added
New Vendor
Triggers when a Vendor is added
Add a Bill
Add a bill to a vendor
Add a Cheque
Add a Cheque
Add or Update a Customer
Creates a customer, updates existing one based on Display name
Add an Invoice
Creates an invoice for a customer
Add a Payment
Creates a Payment for a Customer
Add a Sales Receipt
Creates a sales invoice for a customer
Add a Vendor
Creates a new Vendor
Add a Credit Memo
Add a Credit Memo
Add an Estimate
Add an Estimate
Add an Expense (item based)
Add an expense
Add an Expense (account based)
Add an expense (account line support)
Add a Product or Service
Creates a new Product/Service
Add a Journal Entry
Add a Journal Entry
Add Line Item To Invoice
add a new line item to an existing invoice
Add Line Item To Sales Receipt
Add a new Line Item to an existing Sales Receipt
Add Note
Add Note to a Resource
Add a Purchase Order
Add a Purchase Order
Add a Refund Receipt
Adds a Refund Receipt
Add Time Activity
Add Time Activity
Search Bill
Searches for Bill based on Name or Id.
Search a Customer
Searches for a Customer based on Name or Email or ID
Search a Product or Service
Searches for products/service based on name. Use this to dynamically add line items to Invoice/Bill/Expense.
Search a Sales Receipt
Search Sales Receipt based on Number or ID
Search Vendor
Searches for a Vendor based on Name, Email or Id
Send Invoice
Send an invoice to a specified email
Send a Sales Receipt
Send a Sales Receipt to a specified email
Update Bill
Updates an existing Bill
Update an Estimate
Updates an existing Estimate using Estimate ID
Update an Invoice
Updates an existing Invoice using Invoice ID
Search Account
Searches for a Account based on Account Number or Name (Chart of Accounts)
Search Estimate
Searches for a Estimate based on Estimate Number or ID
Search Invoice
Searches for a Invoice based on Invoice Number or ID
Add or Update a Contact
Creates a new Contact or updates an existing Contact
Add or Update a Lead
Creates a new Lead or updates an existing Lead
Add or Update an Account
Creates a new Account or updates an existing Account
Add or Update a Custom Object
Creates a new Custom Object or updates an existing Custom Object
Add or Update an Event
Creates a new Event or updates an existing Event
Add a Note
Creates a new Note
Add or Update an Opportunity
Creates a new Opportunity or updates an existing Opportunity
Add or Update a Task
Creates a new Task or updates an existing Task
Add a Call Log
Creates a new Call log
Add a Campaign Member
Creates a new Campaign Member (Existing Lead or Contact)
Add or Update a Case
Creates a new Case or updates an existing Case
Get Account of a Contact
Get Accountof a Contact
Get Opportunities of a Contact
Get Opportunity for Contact
Get Contacts for a Opportunity
Get Contacts for Opportunity
Search an Account
Search Accounts
Search a Contact
Search Contacts
Search a Custom object
Search Custom Objects
Search an Event
Search Events
Search a Lead
Search Leads
Search an Opportunity
Search Opportunities
Search a Task
Search Tasks
Search a User
Search Users
Search a Campaign
Search Campaigns
Search a Case
Search Cases
Search a Folder
Search Folders
Create your custom integration by selecting the Trigger event and Action to be performed.
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