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QuickBooks Online + Salesforce Integrations

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Connect QuickBooks Online to Salesforce
Example screenshots
Example workflows
Triggers and actions
QuickBooks Online + your other apps
Salesforce + your other apps
FAQ

QuickBooks Online + Salesforce integrations: unlimited possibilities

QuickBooks Online > Salesforce

Trigger

Last triggered

Expense created

Create record

Overview

Connect QuickBooks Online to Salesforce in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between QuickBooks Online, Salesforce, and many other popular SaaS applications.

Check below for example workflows using QuickBooks Online and Salesforce, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of QuickBooks Online and Salesforce integrations in Relay.app

Use Relay.app's QuickBooks Online integrations to trigger actions across your apps

Preview of Use any of these QuickBooks actions in your Relay.app workflows.

Preview of Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Use Relay.app's QuickBooks Online integrations to trigger actions across your apps

Use any of these QuickBooks actions in your Relay.app workflows.

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Example QuickBooks Online + Salesforce workflows

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Generate new QuickBooks Online customers from new Salesforce accounts

Relay.app is an automation tool that lets you automate actions across Salesforce, QuickBooks Online and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the QuickBooks Online "Create customer" action for each Salesforce "New record added" event.

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Automatically create record in Salesforce for each expense created in QuickBooks Online

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Create customer automatically in QuickBooks Online for each opportunity stage reached in Salesforce

Try it

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Update record automatically in Salesforce for each expense updated in QuickBooks Online

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Automatically create vendor in QuickBooks Online for each opportunity stage changed in Salesforce

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QuickBooks Online Triggers

Account

add

Account created

edit_square

Account updated

Bill

add

Bill created

edit_square

Bill updated

Customer

add

Customer created

edit_square

Customer updated

Estimate

add

Estimate created

edit_square

Estimate updated

Expense

add

Expense created

edit_square

Expense updated

Invoice

add

Invoice created

edit_square

Invoice updated

Sales Receipt

add

Sales Receipt created

edit_square

Sales Receipt updated

Vendor

add

Vendor created

edit_square

Vendor updated

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

Find record(s)

edit

Update record

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

QuickBooks Online Actions

Account

Find account(s)

Bill

receipt

Create bill

Find bill(s)

Class

Find class(es)

Customer

add

Create customer

library_add

Create or update customer

Find customer(s)

edit

Update customer

Estimate

monetization_on

Create estimate

send

Send estimate

Expense

payments

Create expense

Find expense(s)

Invoice

receipt

Create invoice

Find invoice(s)

send

Send invoice

block

Void invoice

Item

Find item(s)

Sales Receipt

receipt_long

Create sales receipt

Term

Find term(s)

Vendor

add_business

Create vendor

Find vendor(s)

edit

Update vendor

Create your own QuickBooks Online + Salesforce integration

Select a trigger in QuickBooks Online

Select an action in Salesforce

Create your workflow

Or automate Salesforce + QuickBooks Online

Select a trigger in Salesforce

Select an action in QuickBooks Online

Create your workflow

Connect QuickBooks Online to your other apps

Or connect Salesforce to your other apps

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect QuickBooks Online to Salesforce with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in QuickBooks Online or Salesforce to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize QuickBooks Online and Salesforce to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting QuickBooks Online to Salesforce?
link
Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate QuickBooks Online and Salesforce—give it a try and let us know what you think.

See why people love Relay.app

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via email

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@ImLucasGrey

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Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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@rafanocode

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Screenshot showing how to test a step in an automated workflow in Relay.app

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@typeoneerror

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Notion Coach

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Co-Founder at Elementary

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And for good reason.

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Client onboarding workflow screenshot in Relay.app

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QuickBooks Online + Salesforce integrations: unlimited possibilities

Screenshots of QuickBooks Online and Salesforce integrations in Relay.app

Example QuickBooks Online + Salesforce workflows

Generate new QuickBooks Online customers from new Salesforce accounts

Automatically create record in Salesforce for each expense created in QuickBooks Online

Create customer automatically in QuickBooks Online for each opportunity stage reached in Salesforce

Update record automatically in Salesforce for each expense updated in QuickBooks Online

Automatically create vendor in QuickBooks Online for each opportunity stage changed in Salesforce

Create your own QuickBooks Online + Salesforce integration

Or automate Salesforce + QuickBooks Online

Connect QuickBooks Online to your other apps

Or connect Salesforce to your other apps

FAQ

What is Relay.app?

How do I connect QuickBooks Online to Salesforce with Relay.app?

Is Relay.app a Zapier alternative for connecting QuickBooks Online to Salesforce?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?