I am a newbie to this so I hope I am not asking something that makes no sense. We are a small companies with many disconnected systems and to try and tie many of them together, we decided to push or pull most data together in SF (best for reporting for us, etc). And we use the SF AccountID field as the common field to tie them. So all Zendesk accounts have an AccountID (the SF one), and all Quickbooks customers and invoices have this Account ID as well. Here is what I would like to do but so I could not figure out if this is doable.
If an invoice is created and it has an account id, i want to push the info that an invoice was sent and the invoice number to that account in salesforce that matched the account id of the invoice. The same when the invoice is paid.
I can easily do the first part, if invoice is created and has an account it field that is not empty
but I have no idea if it is even possible and how to out the info into the SF account that matches this ID. I assume i am dreaming if i think this can be done with zapier but i wanted to check anyways.
Best answer by christina.dView original