Salesforce <> Quickbooks Automation | Integration Development
Anthony Bibbs ⚡
Automation Engineer
Data Engineer
Make
Quickbooks Online
Salesforce
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.