Create Quickbooks invoice when Salesforce opp is "Closed Won"
This is a 'Workflow' template which means that it is a single standalone workflow.
Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional
OverviewCopy
When sales opportunities are closed many actions can happen afterwards.
In this template when an opportunity is marked as “Closed - Won” in Salesforce, an invoice will be created within Quickbooks Online.
If that customer does not exist in QuickBooks Online it will be created then it will create the Invoice and create a relationship between Salesforce and Quickbooks for future reference.
The business value this brings is:
Little to no processing time for finance teams
Improved visibility for finance teams by allowing them to focus on reviewing invoices instead of creating them.
PrerequisitesCopy
This workflow assumes the following:
You can authenticate with Salesforce
You can add a new custom field to the Account Object within Salesforce (used for housing the QuickBooks customer id)
You can authenticate with QuickBooks Online
Getting LiveCopy
To configure the workflow for your own use:
Implementation notesCopy
A key part of this workflow is using data storage to set the name and Id of the customer:
These can then be retrieved in order to create the invoice:
And you can see that they are passed as the 'Customer reference' details:
