Salesforce connect from Workato is a an Integration App that gives you ready to use recipes to connect QuickBooks Online with Salesforce.
Start the ones that are applicable to you.
Recipes support the following Scenarios
- New customer in QuickBooks creates a new account in Salesforce
- Updated customer in QuickBooks creates a new or updates the corresponding account in Salesforce
- New account in Salesforce creates a new customer in QuickBooks
- Updated account in Salesforce updates a corresponding customer in QuickBooks
- New closed-won opportunity in Salesforce creates a new invoice in QuickBooks
- Updated closed-won opportunity in Salesforce creates a new invoice in QuickBooks
- New Salesforce custom invoice creates a new invoice in QuickBooks - Requires Custom Invoice Object
- Click on start to activate a scenario. Once active, your data will be automatically synced until you stop it.
- Clicking on stop and subsequently on start has the same effect as stop and resume. i.e. you will not lose any records. Workato will continue to process all events since the last event processed.