You've set up your account. Now what? 

Now's the time to create your Workflow. Autofy will ask if you want to use a pre-built integration or a "Workflow Template."

Workflow Templates are useful if you want a head start on your integration by using something that's already built. Templates are just pre-built Workflows where the objects, settings, and mapping are all defaulted and pre-defined for ease of setup.

You can always modify and customize a Workflow later, whether you choose a template or make your own.

To set up your specific workflow, please follow the links below:

QuickBooks Online and Salesforce: Read It | See It
QuickBooks Desktop and Salesforce: Read It | See It
Shopify and QuickBooks Online: Read It | See It
Shopify and QuickBooks Desktop: Read It | See It

If you have any questions or need assistance, please send an email to support@getautofy.com.

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