Integrating Salesforce Orders with Quickbooks Pt. 4 – Introducing Our Trigger

[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!

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