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Quickbooks Online - Salesforce Integration

Automate invoice generation from built-in and custom objects, sync customer and sales data, transactions and product data, and more with our Quickbooks Online - Salesforce integration

quickbooks online - salesforce integration

Syncing data shouldn't be hard or complicated

Quickbooks
API Version 26
SALESFORCE
API Version 46.0

TRIGGERS
When this happens:

Generic / polling:

A new Item (such as a product or or a service) was created

A new Invoice was generated in Quickbooks

An existing Invoice is approaching its due date

A new Sales Receipt was added in Quickbooks

A Payment for an existing Bill was received

A new Account was created or an existing Account was updated

...and much, much more

This is a polling trigger that gets any object by a selected type. This trigger supports response pagination and all types of business entities.

See Quickbooks triggers documentation

Fundamental:

A custom or built-in object in Salesforce is created (e.g. Account, Contact, Lead, Contract, Product)

A custom or built-in object was updated in Salesforce

Advanced:

An SOQL query returned a result:

For example: Check the account and contact associated with a recently updated
opportunity or Set the currency to the corporate currency when a new opportunity is
created

Receive Salesforce platform events as notification such as “a new order placement” or “order was shipped” upon their creation

See Salesforce triggers documentation


ACTIONS
Do this:

Fundamental:

Create a new entity that can’t be added with API

Add a new or update an existing object in Quickbooks

For example: Create a new Account in Quickbooks when a new Lead is generated in Salesforce, Update the Invoice in Quickbooks when a Billing Address is changed in Salesforce

Delete an existing object in Quickbooks (e.g. Bill, Estimate, Vendor, Employee, etc.)

See Quickbooks actions documentation

Fundamental:

Create a new object in Salesforce (e.g. Account, Lead, Contact, Opportunity)

Create or update a selected object in Salesforce

Delete an object in Salesforce by a selected field (e.g. Account ID or Contract ID)

Lookup a list of objects that satisfy specific criteria

Lookup an object available in Salesforce by a selected field (e.g. Account ID or Contract ID)

Advanced:

Filter your organization’s data for specific information using SOQL

Quickly load large amounts of data from CSV file into Salesforce - bulk create/update/delete/upsert action

Fetch records to a CSV file - bulk query action

See Salesforce actions documentation

Mapping data is just the first step...

Reduce customer churn with Embedded Integration

transform data

using the powerful JSONata language

Keep your costs at bay with Reduce customer churn with Embedded Integration

orchestrate data flows

with the help of Content-Based Router

Increase product adoption with Embedded Integration

filter data

using a custom condition defined with JSONata

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