Create invoices when an opportunity is closed won, a button is clicked, a field value is changed, or a document is signed, all with the help of Salesforce Flows.
Create a new QuickBooks customer when a new lead, account, or contact is created, or when your desired trigger is fired.
Nest your own custom button on the invoicing UI. Save time by predefining products and invoice details by automating an invoice line item before sending.
Bring your ideas to life with Salesforce Flows. Here is an example of how you can use our Apex action to automate QuickBooks customer creation and invoice creation.
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