LogicScript
New Customer Setup — CRM to Ledger
Finds won Salesforce accounts with no QuickBooks customer, refuses any that closely match an existing customer, creates the ones selected and writes each new customer id back to Salesforce. Deterministic rules, no AI call.
- Type
- LogicScript
- Systems
- Salesforce, QuickBooks Online
- Changes data
- Yes, after a confirmation. Results in the demo come from a Dry run, which lists each change and makes none.
- Run limits
- Up to $0.5 and 10 minutes per run
- Inputs
- None
See it run on real books.
The live demo is a read-only workspace with connected sandboxes. Click anything.