Salesforce + QuickBooks Online Integrations

Connect Salesforce to QuickBooks Online in just a few clicks, for free, with Relay.app.
Check below for the triggers and actions Relay.app supports, as well as example workflows using Salesforce and QuickBooks Online. Relay.app provides seamless integration between Salesforce, QuickBooks Online, and many other popular SaaS applications. Keep your data in sync across apps and set up repeated processes that can run without you needing to lift another finger.
Relay.app is an automation tool that people love for its deep & easy-to-use integrations, embedded AI features, human-in-the-loop functionality, and powerful workflow essentials.

Example Salesforce + QuickBooks Online workflows

Salesforce iconarrow_forwardQuickBooks Online icon

Automatically create customer in QuickBooks Online for each opportunity stage reached in Salesforce

QuickBooks Online iconarrow_forwardSalesforce icon

Create record automatically in Salesforce for each expense created in QuickBooks Online

Salesforce iconarrow_forwardQuickBooks Online icon

Create vendor automatically in QuickBooks Online for each opportunity stage changed in Salesforce

QuickBooks Online iconarrow_forwardSalesforce icon

Automatically update record in Salesforce for each expense updated in QuickBooks Online

Salesforce Triggers
Opportunity
Salesforce logo
edit_square
Opportunity stage changed
Salesforce logo
edit_square
Opportunity stage reached
Record
Salesforce logo
add
New record added
Salesforce logo
edit
Record changed
Salesforce logo
target
Record first meets conditions
QuickBooks Online Actions
Account
QuickBooks Online logo
search
Find account(s)
Bill
QuickBooks Online logo
receipt
Create bill
QuickBooks Online logo
search
Find bill(s)
Class
QuickBooks Online logo
search
Find class(es)
Customer
QuickBooks Online logo
add
Create customer
QuickBooks Online logo
library_add
Create or update customer
QuickBooks Online logo
search
Find customer(s)
QuickBooks Online logo
edit
Update customer
Estimate
QuickBooks Online logo
monetization_on
Create estimate
QuickBooks Online logo
send
Send estimate
Expense
QuickBooks Online logo
payments
Create expense
QuickBooks Online logo
search
Find expense(s)
Invoice
QuickBooks Online logo
receipt
Create invoice
QuickBooks Online logo
search
Find invoice(s)
QuickBooks Online logo
send
Send invoice
QuickBooks Online logo
block
Void invoice
Item
QuickBooks Online logo
search
Find item(s)
Sales Receipt
QuickBooks Online logo
receipt_long
Create sales receipt
Term
QuickBooks Online logo
search
Find term(s)
Vendor
QuickBooks Online logo
add_business
Create vendor
QuickBooks Online logo
search
Find vendor(s)
QuickBooks Online logo
edit
Update vendor
QuickBooks Online Triggers
Account
QuickBooks Online logo
add
Account created
QuickBooks Online logo
edit_square
Account updated
Bill
QuickBooks Online logo
add
Bill created
QuickBooks Online logo
edit_square
Bill updated
Customer
QuickBooks Online logo
add
Customer created
QuickBooks Online logo
edit_square
Customer updated
Estimate
QuickBooks Online logo
add
Estimate created
QuickBooks Online logo
edit_square
Estimate updated
Expense
QuickBooks Online logo
add
Expense created
QuickBooks Online logo
edit_square
Expense updated
Invoice
QuickBooks Online logo
add
Invoice created
QuickBooks Online logo
edit_square
Invoice updated
Sales Receipt
QuickBooks Online logo
add
Sales Receipt created
QuickBooks Online logo
edit_square
Sales Receipt updated
Vendor
QuickBooks Online logo
add
Vendor created
QuickBooks Online logo
edit_square
Vendor updated
Salesforce Actions
Record
Salesforce logo
attach_file
Attach file to record
Salesforce logo
add
Create or update record
Salesforce logo
add
Create record
Salesforce logo
search
Find record(s)
Salesforce logo
edit
Update record

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