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
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.
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
To configure the workflow for your own use:
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: