Integrate Salesforce
Integrate Bill.com

Integrate Salesforce with Bill.com

Get your Salesforce account connected with Bill.com and save valuable time by automating your workflow.

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Integrate Salesforce

What is Salesforce?

Salesforce is the world’s #1 Customer Relationship Management (CRM) platform. Our cloud-based applications for sales, service, marketing, and more don’t require IT experts to set up or manage — simply log in and start connecting to customers in a whole new way.

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Integrate Bill.com

What is Bill.com?

Bill.com is an on-demand accounts payable application for CPAs and small and midsized businesses. Bill.com users can receive, route and pay invoices electronically — they never have to touch a paper bill again — resulting in time and cost savings to finance personnel of over 50% versus manual accounts payable and check writing processes. Invoices are emailed, scanned or faxed into the Bill.com service. Digital images of invoices are then routed electronically for approval, ensuring a complete audit trail and eliminating lost or mishandled paper. Users can access digitized supporting documents such as current and past bill images, cleared check images and contracts, at every step in the process, from anywhere, at any time, over the Internet.

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What does it do?

For all products created or updated in Salesforce, I want:

To create the item in Bill.com

When an opportunity is closed and won in Salesforce, I want:

To create an invoice in BillCom

Additionally:


  • The customer will be created

  • Create the associated products


When a customer is created or updated in BillCom, I want:

To create or update the contact in Salesforce

For all items created or updated in BillCom

To create the products in Salesforce

When an invoice is created in BillCom, I want:

To create the Opportunity in Salesforce

Additionally:


  • The account will be created

  • Create the associated products


Integrate Freshbooks

Special offer    Try This APP for free for up to ? months, no obligations. Simply copy this content and add it to the specific ‘APP’ content block you want to add an offer to!

Integrate Freshbooks

Special offer    Try This APP for free for up to ? months, no obligations. Simply copy this content and add it to the specific ‘APP’ content block you want to add an offer to!

How it works

Step 1

Add at least 2 apps to your OneSaas account

Step 2

Configure the integration workflows to suit your business needs

Step 3

Set up the integration sync frequency and starting date, and enjoy the automation!

What some of our customers are saying

The product has really helped me bring my different platforms into one business system. The online chat service is great whenever you run into issues.

Cmac101Apps.com Review

We use this to sync and create our orders each day. With a bit of smart logic, it can handle receipts (paid on purchase) but also invoices. We have a lot of custom work on our Opencart site but working with the OneSaas team, we nearly have all features automatic. LIV CHAT features rocks. Top job development team.

Alan MedcrafApps.com Review

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