Hi I am looking to set up a zap for when my salesforce organisation has a quote in the accepted stage, it creates an invoice in quickbooks that contains the product lines and details etc. I also want to be able to see what has been paid back inside salesforce, probably a custom field that links to quickbooks.
Best answer
Salesforce Quote in Accepted Stage to Create Invoice QuickBooks
Best answer by GetUWiredBest answer by GetUWired
HI
I would start by triggering my Zap off of Salesforce’s Updated Field on Record Trigger. You should be able to set that to watch for the specific stage.
Likely, you will then need to use fields from the trigger step to find the customer & find the products in QBO. Finally, you can pass all of the information into a Create Invoice Step. The flow would resemble something like the following:
Trigger: Updated Field on Record (Salesforce)
Step 2: Find Customer (QBO)
Step 3: Find Products (QBO)
Step 4: Create Invoice (QBO)
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