Connect Salesforce with Qoyod and turn opportunities into invoices automatically
Every won Salesforce opportunity becomes a customer and an invoice in Qoyod, with the full deal data and the right VAT.
Deal Won → Invoice
Every won Salesforce opportunity creates an invoice and a customer in Qoyod instantly.
Full customer data
Company name, contact, email, phone — carried over in full.
Accurate pipeline
Salesforce forecasts match the actual invoices in Qoyod.
Live in 10 minutes
Ready Zapier templates, no code.
What this integration does
Every Salesforce opportunity becomes an invoice in Qoyod
Four scenarios flow automatically from Salesforce to Qoyod.
Create an invoice
A won opportunity creates an invoice in Qoyod with its value, VAT, and customer.
Add the customer
Every new Salesforce contact becomes a contact in Qoyod automatically.
Update the invoice
When the opportunity stage changes, the invoice status updates (draft/sent/paid).
Cancel the invoice
A lost opportunity cancels the linked invoice in Qoyod automatically.
Setup
4 steps to activate the integration
Connect Salesforce to Qoyod through Zapier — in minutes.
Open Zapier
Click “Connect via Zapier” to open the Salesforce ↔ Qoyod template.
Connect both accounts
Sign in to Salesforce and Qoyod and approve the permissions.
Map the fields
Pick the trigger (Closed Won) and map the value, currency, and customer.
Activate and test
Test with one opportunity, switch the Zap on, and every opportunity flows automatically.
Why it matters
Salesforce + Qoyod = a faster sales team
Without the integration, sales enters data twice — once in Salesforce and once in Qoyod. The connection removes that.
Double entry and errors
The team moves opportunities into accounting by hand, the two systems disagree, and invoicing falls behind.
Zapier ties them together
A simple 10-minute setup, pick the events, and the automation runs.
Pipeline = books
Every won opportunity becomes an invoice instantly, and forecasted revenue matches actuals.
Have some questions?
Quick answers to what business owners ask before connecting.
Do I need a developer?
No. The connection is entirely through Zapier — pick the events, map the fields, and activate.
Does it support ZATCA?
Yes. Invoices created in Qoyod from Salesforce are Phase 2 compliant.
What about foreign customers?
Contact data carries over in full, and the invoice uses the currency set on the opportunity.
Does it work with multiple pipelines?
Yes. Each pipeline can have its own Zap, or you can use one Zap with filter conditions.
What if an opportunity is lost?
Closed Lost cancels the linked invoice in Qoyod automatically (or reverts it to draft, depending on your setting).
Ready to unify sales and accounting?
Open a free Qoyod account, connect it to Salesforce in 10 minutes, and watch opportunities turn into invoices in real time.