[This is part of a series on integrating Salesforce with Quickbooks. See parts 1, 2, and 3 to catch up.]
Now that we’ve handled Intuit’s Oauth2 security authorization we can start building out the functionality of our integration.
Sputnik Coffee co. desired a “one touch” process. In other words, they wanted to press one button and Salesforce takes care of the rest.
Our approach with our solution was to use a Salesforce “trigger” to listen on an order status. If the status changes to “invoice” (i.e. the order is completed) the trigger activates.
The architecture is simple- Salesforce trigger listens for invoiced orders and then runs a web callout to Quickbooks API with the order info.
However, there were quite a few complications with implementation that I’ll go over in later posts.
That’s it for now. I’ll go over the code of the Salesforce trigger in our next post!
