Create QuickBooks Invoice When Salesforce Opportunity Stage Changes with Pabbly Connect

Learn how to automate creating QuickBooks invoices when Salesforce opportunity stages change using Pabbly Connect. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the creation of QuickBooks invoices when a Salesforce opportunity stage is changed, you will need to access Pabbly Connect. Start by signing into your Pabbly account. If you do not have an account, you can sign up for free.

Once logged in, navigate to the applications page and select Pabbly Connect. Click on the ‘Access Now’ button to reach the dashboard. From there, click on the ‘Create Workflow’ button to initiate your automation process.

2. Creating Your Workflow in Pabbly Connect

In this section, you will name your workflow. A suitable name could be ‘Create Invoice in QuickBooks When an Opportunity is Changed in Salesforce.’ Click on the create button to proceed. You will now see a blank workflow with trigger and action boxes.

• Select Salesforce as your trigger application.
• Choose the event as ‘Opportunity Updated’ to trigger the workflow when an opportunity stage is changed.

With Pabbly Connect, you can seamlessly connect Salesforce to QuickBooks by setting this trigger. This is essential for ensuring that any updates in Salesforce are captured and processed.

3. Setting Up the Trigger in Salesforce

Now, you need to create a new opportunity in your Salesforce account. Navigate to the Opportunities section and click on ‘New’. Fill in the necessary details like opportunity name, account name, type, lead source, and close date. Make sure to save this opportunity.

After creating the opportunity, return to Pabbly Connect to connect your Salesforce account. Click on ‘Save and Send Test Request’ to check if Pabbly Connect can detect the opportunity update. Change the stage of the opportunity to trigger the automation.

4. Setting Up the Action to Create Invoice in QuickBooks

Once the trigger is set, you will configure the action to create an invoice in QuickBooks. In Pabbly Connect, select QuickBooks as your action application and choose the event ‘Create Invoice’. Before proceeding, ensure that you find the customer in QuickBooks.

• Connect your QuickBooks Online account to Pabbly Connect.
• Map the email address from the Salesforce opportunity to find the corresponding customer in QuickBooks.

By mapping the customer data, Pabbly Connect ensures that the invoice is created for the correct customer. Finally, fill in the invoice details and click on ‘Save and Send Test Request’ to create the invoice.

5. Verifying the Created Invoice in QuickBooks

After successfully creating the invoice, it’s time to verify it in QuickBooks. Open your QuickBooks account and navigate to the invoices section. You should see the newly created invoice reflecting the details from the Salesforce opportunity.

If everything is set up correctly, the invoice will include the relevant information such as the due date, customer name, and amount. This automation using Pabbly Connect streamlines your workflow and saves time by eliminating manual entry.

Conclusion

In conclusion, using Pabbly Connect allows you to automate the process of creating QuickBooks invoices whenever there is a change in the Salesforce opportunity stage. This integration not only enhances efficiency but also ensures accuracy in your invoicing process.