Integrating Salesforce with QuickBooks Online by AI Agents and Assistants

Triggers the moment a new account is created.

Triggers when a new attachment is created.

Triggers whenever a new case is created in your account.

Triggers upon the creation of a new contact.

Triggers upon the creation of a new event.

Triggers the moment there is a new lead in your account.

Triggers upon the creation of a new opportunity.

Triggers upon the creation of a new product.

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Triggers whenever a new task is created in your account.

Triggers whenever the stage of an opportunity is changed.

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Triggers whenevver a new account is added.

Triggers every time a new bill is added.

Triggers when you add a new customer.

Triggers whenever you add a new estimate.

Triggers every time you add a new invoice.

Triggers everytime a payment is received (with line item support).

Triggers every time you add a new product.

Triggers every time a new purchase order is added.

Triggers whenever a new sales receipt is added.

Triggers every time a new vendor is added.

Triggers every time you update a invoice

Create a new attachment (max 25 mb)

Create a new contact.

Create a new custom object as per your choice.

Create a new event.

Create a new lead.

Create a new opportunity.

Creates a record.

Update an existing contact.

Updates a existing record.

Adds a new customer.

Adds a new invoice (with line item support).

Create a item

Adds a new sales receipt (with line item support).

Refresh an existing invoice (with line item support).