Integrate QuickBooks with Salesflare

Send information between QuickBooks and Salesflare automatically, without writing any code, using Zoho Flow.

Build your own integrations between QuickBooks and Salesflare

Connect QuickBooks and Salesflare with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate QuickBooks and Salesflare using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Invoice created

Triggers when a new invoice is created

Customer updated

Triggers when any detail of an existing customer is updated

Payment received

Triggers when a payment is received

Estimate updated

Triggers when an estimate is updated

Invoice updated

Triggers when the details of an existing invoice are updated

Account created

Triggers when a new account is created

Purchase order created

Triggers when a new purchase order is created

Account updated

Triggers when an account is updated

Credit memo created

Triggers when a credit memo is created

Inventory item created

Triggers when an inventory item is created

Deposit added

Triggers when a new deposit is added

Vendor updated

Triggers when the details of an existing vendor are updated

Credit memo updated

Triggers when the details of an existing credit memo are updated

Estimate created

Triggers when a new estimate is created

Sales receipt created

Triggers when a new sales receipt is created

Sales receipt updated

Triggers when the details of an existing sales receipt are updated

Inventory item updated

Triggers when any detail of an existing inventory item is updated

Service item updated

Triggers when any detail of an existing service item is updated

Bill created

Triggers when a bill is created

Non-inventory item updated

Triggers when any detail of an existing non-inventory item is updated

Service item created

Triggers when a new service item is created

Vendor created

Triggers when a new vendor is created

Customer created

Triggers when a new customer is created

Non-inventory item created

Triggers when a non-inventory item is created

New task

Triggers when a new task is created

New contact

Triggers when a new contact is created

New opportunity

Triggers when a new opportunity is created

New account

Triggers when a new account is created

All Actions - Actions are the automated tasks

Create credit memo

Creates a new credit memo

Create inventory item

Creates a new inventory item

Create estimate

Creates a new estimate

Create transfer

Creates a new transfer

Create deposit

Creates a new deposit

Create service item

Creates a new service item

Create bill - Item based

Creates a new item-based bill

Create invoice

Creates a new invoice

Create sales receipt

Creates a new sales receipt

Create bill - Account based

Creates a new account-based bill

Create vendor

Creates a new vendor

Create payment record

Creates a new payment record

Create account

Creates a new account

Create customer

Creates a new customer

Create non-inventory item

Creates a new non-inventory item

Update customer

Updates the details of an existing customer

Update estimate

Updates the estimate by ID

Update item status

Updates the status of the specified item

Update invoice

Updates the details of an invoice by ID

Update account

Updates the details of an existing account using account ID

Fetch account

Fetches an account by name

Send estimate

Sends an existing estimate

Fetch customer type

Fetches the details of a customer type by its name

Fetch invoice

Fetches the details of an existing invoice by number

Fetch vendor by ID

Fetches the details of an existing vendor by 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 payment method

Fetches a payment method based on its name

Fetch transfer

Fetches the details of a transfer based on its ID

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 vendor by name

Fetches the details of an existing vendor by 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

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 category

Fetches the details of an existing category by name

Fetch item

Fetches the details of an existing item by name

Create call

Creates a new call

Create task

Creates a new task

Create contact

Creates a new contact

Create account

Creates a new account

Add user to account

Adds an existing user to the selected account

Create opportunity

Creates a new opportunity

Create meeting

Creates a new meeting

Add contact to account

Adds an existing contact to the selected account

Fetch person

Fetches a person by ID, name, or email

Fetch pipeline stage

Fetches a pipeline stage by stage ID, stage name, or pipeline name

Fetch contact

Fetches a contact by ID, name, email, phone, account, or tags

Fetch account

Fetches an account by ID, name, domain, or tags

Fetch opportunity

Fetches an opportunity by ID, name, or account

Fetch user

Fetches a user by ID, name, or email

What is QuickBooks?

Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.

What is Salesflare?

Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Director, Perth Security Services

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