This project automated a workflow between Salesforce/Quickbooks/Gmail using Make.
With Salesforce as the system of record, Make ran daily, weekly and monthly to look up a user's Quickbooks ID and it then sent them automated emails about their balance and credit card usage.
0 likes · 21 views · May 31, 2024
This project leverages Make to integrate Salesforce, Quickbooks and Gmail. It automated periodic lookups in Quickbooks and emailed customers about usage.
