Connect Quickbooks to Salesforce

Capture Charge

Tool to capture funds for an existing charge that was authorized but not captured. Use when you need to complete a previously authorized payment transaction in QuickBooks Payments API. This action finalizes the charge and transfers the f...

Create Account

Create a new account in QuickBooks with the given parameters.

Create Bank Account

Create a new bank account on file for a customer in QuickBooks Payments API. Use this when you need to add ACH/eCheck payment capabilities for a customer.

Create Bill

Create a new bill in QuickBooks Online. A Bill is an AP transaction representing a request-for-payment from a third party for goods or services. Use this action when recording vendor bills for purchases, expenses, or services received.

Create Bill Payment

Create a bill payment in QuickBooks to record payment against one or more bills. Use when paying vendor bills via check or credit card.

Create Class

Create a new class in QuickBooks Online. Use when you need to categorize transactions by department, location, or other business segments.

Add contact to campaign

Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.

Add lead to campaign

Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted,...

Add product to opportunity

Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.

Apply lead assignment rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after ru...

Associate contact to account

Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.

Clone opportunity with products

Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.