Integrate the QuickBooks API with the Salesforce API

Setup the QuickBooks API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate QuickBooks and Salesforce remarkably fast. Free for developers.

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Popular Ways to Connect QuickBooks with Salesforce#

Add Contact to Campaign with Salesforce API on New Customer Created from QuickBooks API

QuickBooks + Salesforce

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Add Contact to Campaign with Salesforce API on New Customer Updated from QuickBooks API

QuickBooks + Salesforce

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Add Contact to Campaign with Salesforce API on New Employee Created from QuickBooks API

QuickBooks + Salesforce

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Add Contact to Campaign with Salesforce API on New Employee Updated from QuickBooks API

QuickBooks + Salesforce

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Add Contact to Campaign with Salesforce API on New Invoice Created from QuickBooks API

QuickBooks + Salesforce

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Popular QuickBooks and Salesforce Triggers#

New Customer Created from the QuickBooks API

Emit new event when a new customer is created.

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New Customer Updated from the QuickBooks API

Emit new event when a customer is updated.

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New Employee Created from the QuickBooks API

Emit new event when a new employee is created.

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New Employee Updated from the QuickBooks API

Emit new event when an employee is updated.

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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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Popular QuickBooks and Salesforce Actions#

Create AP Aging Detail Report with the QuickBooks API

Creates an AP aging report in Quickbooks Online. See the documentation

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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Create Bill with the QuickBooks API

Creates a bill. See the documentation

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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Create Customer with the QuickBooks API

Creates a customer. See the documentation

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Overview of QuickBooks#

The QuickBooks API allows for streamlined financial management within Pipedream's ecosystem, enabling automated accounting and data syncing across various platforms. With this API, you can manipulate invoices, manage sales receipts, handle expenses, and synchronize customer data. It's a robust tool for financial oversight and automation that can save time and reduce errors for businesses of all sizes.

Connect QuickBooks#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    quickbooks: {
      type: "app",
      app: "quickbooks",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://quickbooks.api.intuit.com/v3/company/${this.quickbooks.$auth.company_id}/companyinfo/${this.quickbooks.$auth.company_id}`,
      headers: {
        Authorization: `Bearer ${this.quickbooks.$auth.oauth_access_token}`,
        "accept": `application/json`,
        "content-type": `application/json`,
      },
    })
  },
})

Overview of Salesforce#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesforce_rest_api: {
      type: "app",
      app: "salesforce_rest_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
      },
    })
  },
})

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