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Sync contact data and automate sales activity in Salesforce.Automate QuickBooks Online invoicing and payment processing. Do much more by connecting QuickBooks Online and Salesforce.
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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
Updated Opportunity
Triggers when an existing Opportunity is updated
New Opportunity
Triggers when there is a new Opportunity
New Task
Triggers when there is a new Task
New Account
Triggers when there is a new Account
Updated Opportunity Property
Triggers when an existing Opportunity's property is updated
New Event
Triggers when there is a new Event
Updated Lead
Triggers when an existing Lead is updated
Updated Account
Triggers when an existing Account is updated
Updated Custom Object
Triggers when an existing Custom Object is updated
Updated Contact
Triggers when an existing Contact is updated
Updated Contact Property
Triggers when an existing Contact's property is updated
Updated Account Property
Triggers when an existing Account's property is updated
New Case
Triggers when there is a new Case
New Note
Triggers when there is a new Note
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 Expense
Triggers when a new Expense is created
New Bill
Triggers when a new Bill is created in Expenses
New Customer
Triggers when a customer 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
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 Sales Receipt
Triggers when you add a new Sales Receipt
New Account
Triggers when you add a new Account
Invoice Updated
Triggers when an existing Invoice gets Updated
New Invoice
Triggers when you add a new Invoice
New Estimate
Triggers when a Estimate is added
Modified Customer
Triggers when a customer data is modified
Bill Due
Triggers when a Bill is nearing/past Due date by a specified number of days.
Invoice Due
Triggers when an Invoice is nearing/past Due date by a specified number of days.
New Vendor
Triggers when a Vendor is added
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 Purchase Order
Add a Purchase Order
Add an Expense (account based)
Add an expense (account line support)
Add a Credit Note
Add a Credit Note
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 Note
Add Note to a Resource
Add a Bill
Add a bill to a vendor
Add a Cheque
Add a Cheque
Add a Refund Receipt
Adds a Refund Receipt
Add an Estimate
Add an Estimate
Add Time Activity
Add Time Activity
Add an Expense (item based)
Add an expense
Search a Customer
Searches for a Customer based on Name or Email
Update Bill
Updates an existing Bill
Search a Product or Service
Searches for products/service based on name. Use this to dynamically add line items to Invoice/Bill/Expense.
Search Vendors
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 an Invoice
Updates an existing Invoice using Invoice ID
Search Invoice
Searches for a Invoice based on Invoice Number
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 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
Search a User
Search Users
Get Account of a Contact
Get Accountof a Contact
Add a Call Log
Creates a new Call log
Get Contacts for a Opportunity
Get Contacts for Opportunity
Search an Account
Search Accounts
Search a Task
Search Tasks
Search an Opportunity
Search Opportunities
Search a Contact
Search Contacts
Search a Custom object
Search Custom Objects
Search an Event
Search Events
Search a Lead
Search Leads
Get Opportunities of a Contact
Get Opportunity for Contact
Search a Folder
Search Folders
Search a Case
Search Cases
Search a Campaign
Search CampaignsCreate your custom integration by selecting the Trigger event and Action to be performed.
Forms
Connect QuickBooks Online and Salesforce with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
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