Who Uses This Software?

We serve two kinds of customers: small businesses that want to automate, and large enterprises that want to connect their app to QuickBooks and other accounting apps.


Average Ratings

22 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $59.00/month
  • Pricing Details
    Provides connections to two applications and unlimited data per month.
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Propelware
  • www.propelware.com/
  • Founded 2001
  • United States

About Autofy

Save time processing orders and eliminate data entry by connecting apps like Salesforce.com, Shopify, Amazon, and others, directly to QuickBooks. Keep your apps in sync with each other. Data like inventory counts, customers, shipment tracking numbers, and payment details can be seamlessly synchronized automatically. Create customized workflows that are specific to your business by validating data, mapping specific fields of information, and filters that sync just the data you require.


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Autofy Features

  • Dashboard
  • ETL - Extract / Transfer / Load
  • Metadata Management
  • Multiple Data Sources
  • Web Services

Autofy Reviews Recently Reviewed!


This tool allows our SalesForce and QuickBook instance to communicate quickly and efficiently!

Mar 13, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: We have been using the autofy application to link our businesses SalesForce and Quickbooks instances. This allows for our Sales and Support teams to operate through the SalesForce CRM system while continuing to allow our accounting team to operate through the Quickbooks ERP.

Our company did not have the resources to jump fully into one larger more expensive option for CRM or ERP, but with Autogy we didn't have to make that choice and had been able to continue to use the tools we are comfortable using.

Cons: The actual integration took some time and a lot of remote and engineering assistance from the Autofy team. We also have maintenance issues/short down time that does occur and requires assistance from there team from time to time.

Overall: Once implemented this tool is very easy to use and their team jumps in to assist with any maintenance issues we have! My company is very happy with our decision to use Autofy.

Capterra-loader

Autofy/Propelware can be customized to your company's needs to sync QBO & SF

May 30, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It doesn't require a lot of time or monitoring to sync QBO & SF together. They have a wonderful support team that is kind & helpful in resolving any issues that arise.

Cons: When an issue does arise (which isn't often) it does take 3-5 business days to resolve. Almost all of our issues happen after they do an update, which we are unaware of when they occur.

Overall: We are not having to enter orders in SF and QBO; we enter it once in SF and both systems are updated to any changes made on either side going forward.

Good people/support, hard to get all the mappings and settings correct due to a complicated instance

Jun 07, 2018
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: By far the most important: I can sync custom objects and fields from Salesforce.
Easy to use, good price. Very good support.
I can map any field I want

Cons: No error reporting. There is only basic minimal info available for me to understand why a sync failed, or why my connection has been lost.
The support team is great, although for syncing invoices, it's unfeasible to have to wait for help. So it's taken quite a while to get us where we need to be.

Also, a "best practices" or tips would be helpful

Overall: When I am confident it won't stop working, automated invoice creation.

Cuts down on time spent entering them manually.

They have worked with us from the beginning, to design our sync. Very Professional and knowledgeable

Jun 06, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The ease of the sync and the customer support is excellent! Just click a button or two and everything syncs down into the accounting software. It is magic!

Cons: Certain issues have been difficult to correct. Finding of the issues has been prompt and to the point, and support is strong, just difficult to correct.

Overall: ease of bringing information down from our online billpay service into our accounting software. Otherwise, it would have taken double entries.

Best Value Solution But Requires Patience

Sep 27, 2016
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Comments: Autofy was one of the few truly affordable options for us to migrate data from QuickBooks desktop to Salesforce, and it provided some basic scheduling features that helped us in our effort to automate this migration on a daily basis. However, past experiences of seeing the feature stop working for days on end has left us unable to totally trust it's reliability. Support is helpful but in my experience, consists of just one individual at the company and, depending on his workload, there can be long stretches of silence on support queries.

Pros: Affordability, the pricing is hard to beat Ease of Use

Cons: Touch-and-go Support Reliability in terms of automation

This tool helps our productivity be more fluid and save us tons of time entering data

Jun 04, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: I like the simple ability to bring data into QB that would take up so much of my time. The mapping works great and I can bring over the correct data to build invoices in QB.

Cons: There are still files that will not sync and the error messages really don't tell me why. When I am in the heavy workflow, I don't have time to stop and find out for each one

Promises a lot, delivers disappointment

Mar 15, 2018
1/5
Overall
3 / 5
Ease of Use
1 / 5
Features & Functionality
2 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Pros: The only things I can say positively are that if you have the most BASIC of needs, that you you don't have to customize, and that this isn't mission critical, then it can be easy to set up and put on auto pilot.

Cons: But essentially, this is an immature product in this market sector of integrating apps. It's not even worth of a beta release, yet it's on the market. It's not cheap either, and definitely, when compared to the market NOT worth the price. It is POORLY customizable, the user has little control over details of the mapping, and it BREAKS, time and time and time again. at LEAST once a day, failing to integrate at all. So if your business depends in any significant way with timely, reliable, customized mapping from SalesForce to QuickBooks,

Vendor Response

by Propelware on April 22, 2018

Hi James, I'm sorry that your experience feel short of your expectations. You are correct that any complex customizations are handled best by our implementation team. We have reviewed the many support inquiries you placed and see great reliability in the product overall with other customers. When customers have issues, we'll always be there to help.

For the most part Autofy has been very easy to use.

Jun 04, 2018
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Autofy allows our company to sync orders from Salesforce to Quickbooks quickly and easily. Customer Service is also friendly and responds in a timely manner.

Cons: We've had some issues with getting it is connect to Quickbooks and I've had to reach out to Customer Services a few times to fix glitches.

Overall: Syncing orders from Salesforce to Quickbooks.

A solution for our synchronization needs at a good value.

May 30, 2018
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Easy to install and configure once you understand the interface. Web based connection allows settings to be edited remotely.

Cons: It requires a "user" account and interface to be logged in at all times. Would prefer this be a service based tool even if the service had to run under a specific user.

Vendor Response

by Propelware on June 01, 2018

Hi Andrew, Thanks for the kind words about Autofy. We also wish QuickBooks Desktop would allow apps to send/receive data with a "user" account needing to be logged in. We're glad that our agent is able to comply with their requirements.

Great learning experience, very effective tool. Like every great piece of software, it will take tim

Jun 04, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Very user friendly and easy to learn how to use. I like the amount of detail you can put into it and the support typically gets back to you within a day if not a few hours or minutes.

Cons: Wish there was more capabilities on my end to change things instead of having to tell their back end programmers but there is never a perfect program.

The system works well, easy to install and relatively few problems.

May 30, 2018
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It is pretty sturdy and doesn't go down often. It was easy to set up, to trouble shoot and to restart if things went wrong.

Cons: It is not easy to customize or to add new fields that can be passed bi-directionally.
(i.e. We wanted to bring over data like Shipment Tracking Number, and to have two different classes of transactions, retail which were paid up front and wholesale transactions where payment was revieved later.

Overall: Keeps our Salesforce and Quickbooks systems in sync and helps us collect on our outstanding invoices quickly and efficiently.

Wonderful!

May 31, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The ease of syncing from one system to another. We use it to sync from Salesforce to Quickbooks. I used to perform this all manually. Introducing this system to pour company has been a win! I am able to sync 4-5 pages of an invoice with ease from Salesforce to Quickbooks.

Cons: Honestly I really haven't come across any to speak off. The only thing I can say is that sometimes there are system issues and I cannot sync but that's not something that Autofy can always control.

Autofy is a highly valuable member of our team keeping our Salesforce crm synced with Quickbooks

May 29, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The customer service is what I love the most! You are easy to get in touch with and quick to respond with quality support. Every issue is resolved immediately, even when I've created the issues.

Cons: I would prefer the option to reset the sync from date myself so that I don't have to bother your busy team. But every time I do you are so generous and kind.

Overall: As a user of Quickbooks for Desktop there aren't many options for keeping Salesforce synced and Autofy meets that need with simplicity and great support.

Capterra-loader

Great software

Jun 01, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Its a great way to sync our clients bills and payments from the cloud based software to our accounting software.

Cons: A few bumps at first getting everything set up for us to use. But since the software was customized for our exclusive situation it was all worth it.

They stopped supporting product and refuse to give credit.

Oct 26, 2015
1/5
Overall
1 / 5
Ease of Use
1 / 5
Customer Support

Comments: We paid for a yearly contract with Autofy (Propelware) in October 2014. Without warning, they stopped supporting our product the end of May. To this date, they REFUSE to credit the unused portion of the contract. When I call the number listed on the web, I get Joe's cell phone voice mail. Bad business...and bad customer service.

Pros: At the time, it was one of the only companies to work with Infusionsoft.

Cons: Small, poor communications....I sent them a HELP note, after I had been unable to sync for 2 weeks. At that time, they told me they stopped supporting the software. They were silent on my request for a prorated credit.

Vendor Response

by Propelware on February 16, 2018

Our Autofy support team does respond to all support inquiries and is available M-F 8am-5pm CT at support@propelware.com or directly in the application.

Custom integration between SalesForce and Quickbooks enabled us to continue with our current system.

Jun 04, 2018
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: It enabled us to use our existing Quickbooks configuration, but have our SalesForce data pushed to it.

Cons: It was sometimes difficult to know what exact error was happening, based on the text of the error logs.

Overall: Our SalesForce contract data was synced down to Quickbooks automatically.

Autofy was easy to install and setup. We use Autofy to sync Quickbooks with Salesforce.

May 29, 2018
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I really like how easy the setup process was. It is also easy to tailor the sync as needed with custom fields and specific workflows. Their support team has been very helpful in helping me solve more complex workflow and trigger problems.

Cons: I wish I needed to use it more for the cost. We pay per month just to auto send new invoices. Most of the issues with Autofy are due to my company workflows, not the software itself.

Overall: It was really easy to use and ensures that the invoices being sent are 100% accurate from Salesforce information.

Helps keep our small business sales organized and streamlined!

Jun 01, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: We love having the ability for it to download all of our sales, quotes, customers with just a touch of a button. The customer service is BEYOND AMAZING! Whenever we've had a hiccup with a sync someone always gets right back with us and goes above and beyond to help.

Cons: They are currently introducing new workflow steps, though some wasn't available, they took care of it for us in a few days. Not a con but don't give up if you see a step hasn't been added.

Setting up and using Autofy has been a good experience overall.

Jun 04, 2018
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Simplicity. We had a simple requirement to pull data out of QB and send to a custom API and autofy met that need perfectly. It was exactly what we expected and needed.

Cons: It does not handle translation to JSON well. We've run into several data parsing issues. Writing our own SQL to query the data in QB would also be nice.

Customer service was very helpful. Had to go a different route due to capabilities.

Jun 04, 2018
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Ease of use, and customer service was very helpful when we had questions regarding migration from QBO to Salesforce.

Cons: Functionality would not work for our needs, had to upgrade salesforce. Would like more options so we didn't have to upgrade salesforce.

Vendor Response

by Propelware on June 06, 2018

Hi Catherine, thanks for the review. Autofy will work with any edition of Salesforce. The only time to upgrade is if there are features that Salesforce does not offer that you require for your business. Since Autofy is a certified app, it will work with their API even if your edition does not have API access.

Great plug and play fix for uncooperative systems

May 29, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It automated the information exchange between Quickbooks and Salesforce - something not readily available in the appexchange.

Customer Service is very hands on and instructive. They go above and beyond to customize the solution for you and your company.

Cons: We have Quickbooks Desktop 15 (very outdated and not cloud-based). This made the install challenging. This was a result more so of old internal systems problem than of something Autofy could do.

Overall: The ability to sync information from Quickbooks to Salesforce

Oct 29, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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