Salesforce
Stale Opportunity Alert
Flag opportunities that are past their close date and still open.
Create Salesforce taskEmail alert
Salesforce
Deal Closed Triggers Invoice
Bridge the gap between your CRM and accounting. When a Salesforce opportunity moves to Closed Won, this automation creates a corresponding invoice in QuickBooks and logs a note back on the Salesforce record. Your revenue recognition starts the moment the deal closes — no manual handoff required.
How it works
Three steps to automate
01
Connect your data source
Link your QuickBooks, Salesforce, HubSpot, or any supported platform. Brooked syncs the data to a Google Sheet automatically.
02
Set your trigger
Choose a condition — value thresholds, new rows, or let AI evaluate the data. Configure the check schedule: hourly, daily, or weekly.
03
Choose your actions
Pick what happens when the trigger fires: email alerts, Slack messages, Google Sheets logs, Salesforce tasks, QuickBooks invoices, and more.
Trigger
Condition match
Fires when rows in your connected data source match specific conditions you define — thresholds, status changes, date checks, and more.
Default condition
Stage is "Closed Won"
Schedule
Once a day
Brooked checks your Salesforce data once a day. When the trigger condition is met, your configured actions fire automatically. You can adjust the frequency any time.
HourlyDailyWeekly
Actions
What happens when it fires
Every action runs automatically. Add or remove actions any time without rebuilding the automation.
Create QuickBooks invoice
Generate a new invoice in QuickBooks from the triggered row data.
Add Salesforce note
Attach a contextual note to the Salesforce record with automation details.
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Get your spreadsheet hours back
Brooked sets up in seconds. Your team is querying live data before lunch.
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