Integrate QuickBooks with Instantly
Send information between QuickBooks and Instantly automatically, without writing any code, using Zoho Flow.
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Create a new customer in QuickBooks when a lead opens a link in any campaign email or a selected campaign email in Instantly
Integrate Instantly with QuickBooks using Zoho Flow. Whenever a lead opens a link in any campaign email or a selected campaign email in Instantly, Zoho Flow automatically creates a new customer in QuickBooks. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a lead opens a link in any campaign email or a selected campaign email in Instantly.
- Zoho Flow creates a new customer in QuickBooks.
Create a new customer in QuickBooks when a lead opens a link in any campaign email or a selected campaign email in Instantly
Instantly + QuickBooks
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Supported triggers and actions
Integrate QuickBooks and Instantly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Service item created
Triggers when a new service item is created
Customer created
Triggers when a new customer is created
Service item updated
Triggers when any detail of an existing service item is updated
Bill created
Triggers when a bill is created
Estimate created
Triggers when a new estimate is created
Sales receipt created
Triggers when a new sales receipt is created
Inventory item created
Triggers when an inventory item is created
Vendor updated
Triggers when the details of an existing vendor are updated
Purchase order created
Triggers when a new purchase order is created
Account updated
Triggers when an account is updated
Invoice updated
Triggers when the details of an existing invoice are updated
Account created
Triggers when a new account is created
Payment received
Triggers when a payment is received
Estimate updated
Triggers when an estimate is updated
Invoice created
Triggers when a new invoice is created
Customer updated
Triggers when any detail of an existing customer is updated
Vendor created
Triggers when a new vendor is created
Non-inventory item created
Triggers when a non-inventory item is created
Inventory item updated
Triggers when any detail of an existing inventory item is updated
Non-inventory item updated
Triggers when any detail of an existing non-inventory item is updated
Credit memo updated
Triggers when the details of an existing credit memo are updated
Sales receipt updated
Triggers when the details of an existing sales receipt are updated
Credit memo created
Triggers when a credit memo is created
Deposit added
Triggers when a new deposit is added
Email replied
Triggers when a lead replies to an email from any campaign or a selected campaign
Email link clicked
Triggers when a lead opens a link in any campaign email or a selected campaign email
Campaign completed
Triggers when an existing campaign is completed
Email sent
Triggers when an email is sent to a lead from any campaign or a selected campaign
Email bounced
Triggers when a lead email is bounced from any campaign or a selected campaign
Email opened
Triggers when a lead opens an email from any campaign or a selected campaign
Lead event occurred
Triggers when a new lead event has occurred
All Actions - Actions are the automated tasks
Create bill - Item based
Creates a new item-based bill
Create deposit
Creates a new deposit
Create service item
Creates a new service item
Create estimate
Creates a new estimate
Create transfer
Creates a new transfer
Create credit memo
Creates a new credit memo
Create inventory item
Creates a new inventory item
Create customer
Creates a new customer
Create non-inventory item
Creates a new non-inventory item
Create payment record
Creates a new payment record
Create account
Creates a new account
Create bill - Account based
Creates a new account-based bill
Create vendor
Creates a new vendor
Create invoice
Creates a new invoice
Create sales receipt
Creates a new sales receipt
Update invoice
Updates the details of an invoice by ID
Update account
Updates the details of an existing account using account ID
Update estimate
Updates the estimate by ID
Update item status
Updates the status of the specified item
Update customer
Updates the details of an existing customer
Fetch customer type
Fetches the details of a customer type by its name
Fetch account
Fetches an account by name
Send estimate
Sends an existing estimate
Fetch customer by name or email
Fetches the details of an existing customer by name or email address
Fetch customer by ID
Fetches the details of an existing customer by ID
Fetch payment method
Fetches a payment method based on its name
Fetch transfer
Fetches the details of a transfer based on its ID
Fetch location
Fetches the details of an existing location by name
Send sales receipt
Sends an existing sales receipt to the specified email address
Fetch invoice
Fetches the details of an existing invoice by number
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Send invoice
Sends an invoice to the specified email address
Fetch sales term
Fetches the details of a sales term based on its name
Fetch deposit
Fetches the details of an existing deposit by its ID
Fetch item by SKU
Fetches the details of an existing item using SKU
Fetch vendor by name
Fetches the details of an existing vendor by name
Fetch item
Fetches the details of an existing item by name
Fetch category
Fetches the details of an existing category by name
Remove tag from campaign
Removes a tag from campaign
Reply to an email
Sends reply to an email received
Add to blocklist
Adds entries to blocklist by email or domain
Update lead status
Updates the status of the specified lead
Add lead to list
Adds a lead to an existing list
Add tag to campaign
Adds a custom tag to an existing campaign
Add lead to campaign
Adds a lead to an existing campaign
Create custom tag
Creates a new custom tag
Fetch list
Fetches the details of an existing list
Fetch lead
Fetches the details of an existing lead
Fetch campaign
Fetches the details of an existing campaign
Fetch custom tag
Fetches the details of an existing custom tag
Remove from blocklist
Removes an entry from the blocklist
Delete lead
Deletes the specified lead
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
Similar apps
What is Instantly?
Instantly is a sales engagement and lead intelligence tool that helps businesses find warm leads, manage email campaigns, reach primary inboxes and more.
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Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
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Technical Engineer, Master Liveaboards
