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Quickbooks Online to Salesforce with multiple line items

  • 27 March 2020
  • 1 reply
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Hello!

What I’d like to be able to do is when a New Invoice is created in QBO (with line items) then find the account in Salesforce then create a new record on a custom object for each line item. I’ve been able to get the “Find Record” step to work, and I can create a new record for the invoice as a whole, but I can’t seem to get it to create a new record for each line item.

How should I approach this?

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Best answer by Danvers 3 April 2020, 16:10

Hi @Kicksaw Thanks for your question and I’m sorry for the delay in getting back to you!

 

As the Salesforce integration doesn’t support adding records using line items, we’d need to use a workaround. The way that I would do this would be to us Google Sheets as an intermediary, using one Zap to send the QBO items to Google Sheets and the other to trigger from that sheet and add them to Salesforce. 

 

That would look a bit like this:

Zap 1

QuickBooks Online - New Invoice

Google Sheets - Create Spreadsheet Row(s)

 

Zap 2

Google Sheets - New Spreadsheet Row

Salesforce - Create Record

 

​Let me know if you have any questions!

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Hi @Kicksaw Thanks for your question and I’m sorry for the delay in getting back to you!

 

As the Salesforce integration doesn’t support adding records using line items, we’d need to use a workaround. The way that I would do this would be to us Google Sheets as an intermediary, using one Zap to send the QBO items to Google Sheets and the other to trigger from that sheet and add them to Salesforce. 

 

That would look a bit like this:

Zap 1

QuickBooks Online - New Invoice

Google Sheets - Create Spreadsheet Row(s)

 

Zap 2

Google Sheets - New Spreadsheet Row

Salesforce - Create Record

 

​Let me know if you have any questions!