QuickBooks And Salesforce Automation
Use Salesforce Flows for Automated invoicing and Customer Creation from Salesforce to QuickBooks.
QuickBooks And Salesforce Automation
Flow Example
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.
Invoices
By utilizing Tally’s QuickBooks and Salesforce automation, you have the capability to streamline the invoicing process directly from any object.
This is achieved by setting up a flow and employing our specialized action. Furthermore, you have the flexibility to incorporate custom fields and implement class tracking (QuickBooks Classes) within your automation.
Estimates
Tally’s QuickBooks and Salesforce integration enables you to automate estimates from any object.
This involves setting up a flow and leveraging our dedicated action, making the process
straightforward. Moreover, you have the flexibility to include custom fields and utilize class tracking (QuickBooks Classes) in your automated estimates,
Sales Receipts
With Tally’s Sales Receipts Invokable Method, you can generate sales receipts in multiple convenient ways. Firstly, you can automatically generate sales receipts when an invoice is paid. Alternatively, you can pair it with a button on your desired object to generate receipts on demand after an invoice is paid, providing you with flexibility and control.
Moreover, you can integrate this feature with Tally’s QuickBooks & Salesforce Payment Processing module. This integration ensures that when a credit card payment is processed, a sales receipt is promptly sent out, offering a smooth experience for both you and your customers.
Customer Creation
Utilize Tally’s Customer Creation Invokable Method to generate a new QuickBooks customer. Examples include when a lead is converted to an account or when a new contact is created with a specific title, such as “billing.”
Customer Updates
Maintain consistent data hygiene by ensuring cleanliness in your records. Whether it’s a new customer name change, an alteration in the company name, or simply updating a phone number, our Customer Updates Invokable Method is at your service. It allows you to synchronize updates made in Salesforce with QuickBooks, ensuring that your customer information remains accurate and up to date across platforms.
