So you've signed up for your Autofy account! What next?
First step is figuring out what two Connections will be syncing. In this article, we're outlining how to connect to QuickBooks Online and Salesforce.
We've made Connection setup a breeze! While you do have the ability to create your own Workflow from scratch, we've made it super simple for you by providing Workflow Templates. These Templates are pre-built Workflows where the objects, settings, and mapping are all defaulted and predefined.
Next step is to select which Template to use. Click Go the Salesforce and QuickBooks Online option:
Now let's set up your Connections. Click on the first plus sign and select the Salesforce option from under the Or add a new connection text.
A popup will appear, confirming that Salesforce will be added as a Connection. Click Add to proceed.
If connecting to Sandbox, select that checkbox. If not, click Connect to move forward.
A popup window will appear asking you to log into Salesforce. Once you've done so, the page will refresh, confirming that Salesforce is now connected. At this point, if you'd like to download the Salesforce Package, you can follow the instructions and learn more here. Click Close to move on without downloading the package.
You can always install the Salesforce Package later.
Now that you're successfully connected to Salesforce, you can just as easily get connected to QuickBooks Online.
Start by clicking on the plus sign and selecting QuickBooks Online under the Or add a new connection text.
A popup will appear, confirming that you'll be connecting to QuickBooks Online. Click Add.
Click Connect to continue setting up the connection.
Next, select Connect to give Autofy permissions to access QuickBooks Online.
Once permission is granted, Autofy will be connected to QuickBooks Online!
That's it! Congratulations! You're connected to QuickBooks Desktop and Salesforce.
Click on Create Workflow to see your steps and get started with your first sync.
Click here to learn about the QuickBooks and Salesforce Workflow Temp;late.
If you have any questions or need assistance, please send an email to firstname.lastname@example.org.