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Salesforce + QuickBooks Online Integrations

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

Salesforce + QuickBooks Online integrations: unlimited possibilities

Salesforce > QuickBooks Online

Trigger

Last triggered

Opportunity stage reached

Create customer

Overview

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

Check below for example workflows using Salesforce and QuickBooks Online, 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 Salesforce and QuickBooks Online integrations in Relay.app

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.

Preview of 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.

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

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.

Example Salesforce + QuickBooks Online 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 customer in QuickBooks Online for each opportunity stage reached in Salesforce

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

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

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

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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

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

Create your own Salesforce + QuickBooks Online integration

Select a trigger in Salesforce

Select an action in QuickBooks Online

Create your workflow

Or automate QuickBooks Online + Salesforce

Select a trigger in QuickBooks Online

Select an action in Salesforce

Create your workflow

Connect Salesforce to your other apps

Or connect QuickBooks Online 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 Salesforce to QuickBooks Online with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Salesforce or QuickBooks Online to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Salesforce and QuickBooks Online 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 Make.com alternative for connecting Salesforce to QuickBooks Online?
link
Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Salesforce to QuickBooks Online that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Salesforce and QuickBooks Online—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

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@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

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@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

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

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

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

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@dummy_coder

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@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

Notion Coach

@NotionCoach

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Maayan

Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

Eva (Ziki) Zivanovic

@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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Salesforce + QuickBooks Online integrations: unlimited possibilities

Screenshots of Salesforce and QuickBooks Online integrations in Relay.app

Example Salesforce + QuickBooks Online workflows

Generate new QuickBooks Online customers from new Salesforce accounts

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

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

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

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

Create your own Salesforce + QuickBooks Online integration

Or automate QuickBooks Online + Salesforce

Connect Salesforce to your other apps

Or connect QuickBooks Online to your other apps

FAQ

What is Relay.app?

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

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

See why people love Relay.app

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

What will you automate?