Integrating Salesforce to Quickbooks with Workato
Transcript of Integrating Salesforce to Quickbooks with Workato
![Page 1: Integrating Salesforce to Quickbooks with Workato](https://reader035.fdocuments.in/reader035/viewer/2022062306/587c83f51a28ab93568b5c9f/html5/thumbnails/1.jpg)
![Page 2: Integrating Salesforce to Quickbooks with Workato](https://reader035.fdocuments.in/reader035/viewer/2022062306/587c83f51a28ab93568b5c9f/html5/thumbnails/2.jpg)
See your list of recipes here
Click on the different tabs to view
A suite of Recipes to integrate your Salesforce to QuickBooks
![Page 3: Integrating Salesforce to Quickbooks with Workato](https://reader035.fdocuments.in/reader035/viewer/2022062306/587c83f51a28ab93568b5c9f/html5/thumbnails/3.jpg)
Set up your Recipe Start Dates and Input Parameters
Set the Start date for the integration
Click on Set up to start your recipe
![Page 4: Integrating Salesforce to Quickbooks with Workato](https://reader035.fdocuments.in/reader035/viewer/2022062306/587c83f51a28ab93568b5c9f/html5/thumbnails/4.jpg)
Actions are a set of steps that will run when the trigger fires
A Trigger describes when a recipe starts
Salesforce Opportunity syncs to QuickBooks Inovice
![Page 5: Integrating Salesforce to Quickbooks with Workato](https://reader035.fdocuments.in/reader035/viewer/2022062306/587c83f51a28ab93568b5c9f/html5/thumbnails/5.jpg)
Select your Application
Select your desired triggers for your actions
![Page 6: Integrating Salesforce to Quickbooks with Workato](https://reader035.fdocuments.in/reader035/viewer/2022062306/587c83f51a28ab93568b5c9f/html5/thumbnails/6.jpg)
Intuitive Drag and Drop data fields for 1,000+ Applications
Drag and Drop Fields to map data across
![Page 7: Integrating Salesforce to Quickbooks with Workato](https://reader035.fdocuments.in/reader035/viewer/2022062306/587c83f51a28ab93568b5c9f/html5/thumbnails/7.jpg)
Intuitive Drag and Drop data fields for 1,000+ Applications
Type in Apps to search for pre-built Integrations
![Page 8: Integrating Salesforce to Quickbooks with Workato](https://reader035.fdocuments.in/reader035/viewer/2022062306/587c83f51a28ab93568b5c9f/html5/thumbnails/8.jpg)
Integrate with 1,000+ Applications of your choice !
![Page 9: Integrating Salesforce to Quickbooks with Workato](https://reader035.fdocuments.in/reader035/viewer/2022062306/587c83f51a28ab93568b5c9f/html5/thumbnails/9.jpg)
2016 Forrester IPaaS Wave
![Page 10: Integrating Salesforce to Quickbooks with Workato](https://reader035.fdocuments.in/reader035/viewer/2022062306/587c83f51a28ab93568b5c9f/html5/thumbnails/10.jpg)
Workato Platform Capabilities
![Page 11: Integrating Salesforce to Quickbooks with Workato](https://reader035.fdocuments.in/reader035/viewer/2022062306/587c83f51a28ab93568b5c9f/html5/thumbnails/11.jpg)
Workato Ecosystem Partners
![Page 12: Integrating Salesforce to Quickbooks with Workato](https://reader035.fdocuments.in/reader035/viewer/2022062306/587c83f51a28ab93568b5c9f/html5/thumbnails/12.jpg)
Learn More about Workato on Appexchange
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000ptXmEAI