How to generate new QuickBooks Online customers from new Salesforce accounts

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "New record added" under Salesforce. Then, select details such as the Object. This will allow your playbook to automatically detect the newly added record in Salesforce and initiate necessary actions.

If this is your first time using a Salesforce integration in Relay.app, a prompt will guide you through the connection process.

Integrate the QuickBooks Online automation into your playbook to ensure the prompt creation of a customer for each new record added in Salesforce.

Click the "Add step" button, then locate the "Create customer" automation for QuickBooks Online and input the mandatory and relevant details.

If your QuickBooks Online account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your QuickBooks Online account.

Activating your playbook is the final step to automate the creation of a new customer for each new contact. Once turned on, it will respond whenever a new record is added in Salesforce by creating a new customer in QuickBooks Online without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.