Integrate QuickBooks with UpLead
Send information between QuickBooks and UpLead automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Search for the details of a company using domain name or company name in UpLead when a new customer is created in QuickBooks
Integrate QuickBooks with UpLead using Zoho Flow. Whenever a new customer is created in QuickBooks, Zoho Flow automatically searches for the details of a company using domain name or company name in UpLead. 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 new customer is created in QuickBooks.
- Zoho Flow searches for the details of a company using domain name or company name in UpLead.
Search for the details of a company using domain name or company name in UpLead when a new customer is created in QuickBooks
QuickBooks + UpLead
Build your own integrations between QuickBooks and UpLead
Connect QuickBooks and UpLead with over 1000+ 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 UpLead using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Inventory item updated
Triggers when any detail of an existing inventory item is updated
Inventory item created
Triggers when an inventory item is created
Deposit added
Triggers when a new deposit is added
Sales receipt updated
Triggers when the details of an existing sales receipt are updated
Credit memo updated
Triggers when the details of an existing credit memo are updated
Non-inventory item updated
Triggers when any detail of an existing non-inventory item is updated
Account created
Triggers when a new account is created
Invoice updated
Triggers when the details of an existing invoice are updated
Estimate updated
Triggers when an estimate is updated
Payment received
Triggers when a payment is received
Account updated
Triggers when an account is updated
Credit memo created
Triggers when a credit memo is created
Purchase order created
Triggers when a new purchase order is created
Vendor updated
Triggers when the details of an existing vendor are updated
Estimate created
Triggers when a new estimate is created
Vendor created
Triggers when a new vendor is created
Bill created
Triggers when a bill is created
Service item updated
Triggers when any detail of an existing service item is updated
Customer created
Triggers when a new customer is created
Service item created
Triggers when a new service item is created
Invoice created
Triggers when a new invoice is created
Non-inventory item created
Triggers when a non-inventory item is created
Sales receipt created
Triggers when a new sales receipt is created
Customer updated
Triggers when any detail of an existing customer is updated
All Actions - Actions are the automated tasks
Create vendor
Creates a new vendor
Create bill - Account based
Creates a new account-based bill
Create sales receipt
Creates a new sales receipt
Create invoice
Creates a new invoice
Create transfer
Creates a new transfer
Create estimate
Creates a new estimate
Create inventory item
Creates a new inventory item
Create credit memo
Creates a new credit memo
Create non-inventory item
Creates a new non-inventory item
Create customer
Creates a new customer
Create account
Creates a new account
Create payment record
Creates a new payment record
Create bill - Item based
Creates a new item-based bill
Create service item
Creates a new service item
Create deposit
Creates a new deposit
Update item status
Updates the status of the specified item
Update invoice
Updates the details of an invoice by ID
Update customer
Updates the details of an existing customer
Update estimate
Updates the estimate by ID
Update account
Updates the details of an existing account using account ID
Fetch sales term
Fetches the details of a sales term based on its name
Fetch item by SKU
Fetches the details of an existing item using SKU
Fetch deposit
Fetches the details of an existing deposit by its ID
Fetch customer type
Fetches the details of a customer type by its name
Fetch vendor by name
Fetches the details of an existing vendor by name
Send estimate
Sends an existing estimate
Fetch account
Fetches an account by name
Send invoice
Sends an invoice to the specified email address
Fetch customer by ID
Fetches the details of an existing customer by ID
Fetch customer by name or email
Fetches the details of an existing customer by name or email address
Fetch transfer
Fetches the details of a transfer based on its ID
Fetch payment method
Fetches a payment method based on its name
Send sales receipt
Sends an existing sales receipt to the specified email address
Fetch location
Fetches the details of an existing location by name
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Fetch invoice
Fetches the details of an existing invoice by number
Fetch item
Fetches the details of an existing item by name
Fetch category
Fetches the details of an existing category by name
Search prospector
Finds the contacts and email addresses associated with a company, job title, job function, management level, and location.
Search domain
Searches for a company domain using company name
Search company logo
Searches for a company logo using domain name
Search person
Searches for the details of a person using email address or based on a domain name, first name, and last name.
Search company
Searches for the details of a company using domain name or company name
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
What is UpLead?
UpLead is an online B2B sales intelligence platform. It helps businesses identify and connect with new customers using their prospecting tool that provides instant access to millions of verified B2B business contacts.
Similar apps
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 >Zoho Flow saves me a lot of time and effort. With my workflows set up, when I wake up in the morning, the repetitive tasks that I used to have to do manually are done for me automatically.
Paul Jozsef
Owner, Paul Jozsef Counselling & Coaching
Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
Greg Szabo
Operations Manager, Package Mate
Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.
Brett Stewart
Senior Project Manager, Syncify
