QuickBooks Online and Salesforce integration + automation
QuickBooks Online and Salesforce integrations couldn’t be easier with the Tray Platform’s robust QuickBooks Online and Salesforce connectors, which can connect to any service without the need for separate integration tools.
Popular QuickBooks Online and Salesforce integrations
QuickBooks Online and Salesforce Connector Details
Connector TypeTray Connector
Operations
View documentationCreate accountCreate billCreate customerCreate employeeCreate invoiceCreate purchaseCreate time activityCreate vendorDelete purchaseDelete time activityDelete transferGet accountand 45 more...
Salesforce
Learn moreUsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
View documentationBatch create recordsBatch delete recordsBatch update recordsBulk update recordsBulk upsert recordsConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query jobCreate recordCreate/update recordand 32 more...
Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.
