Integrate QuickBooks with Bigin by Zoho CRM
Send information between QuickBooks and Bigin by Zoho CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate QuickBooks and Bigin by Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Account updated
Triggers when an account is updated
Credit memo created
Triggers when a credit memo is created
Estimate updated
Triggers when an estimate is updated
Payment received
Triggers when a payment is received
Estimate created
Triggers when a new estimate is created
Vendor created
Triggers when a new vendor 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
Customer created
Triggers when a new customer is created
Service item created
Triggers when a new service item is created
Bill created
Triggers when a bill is created
Service item updated
Triggers when any detail of an existing service item is updated
Non-inventory item created
Triggers when a non-inventory item is created
Invoice created
Triggers when a new invoice is created
Customer updated
Triggers when any detail of an existing customer is updated
Sales receipt created
Triggers when a new sales receipt is created
Inventory item created
Triggers when an inventory item is created
Inventory item updated
Triggers when any detail of an existing inventory item is updated
Sales receipt updated
Triggers when the details of an existing sales receipt are updated
Deposit added
Triggers when a new deposit is added
Account created
Triggers when a new account is created
Invoice updated
Triggers when the details of an existing invoice 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
Note added
Triggers when a new note is added
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
Call updated
Triggers when any detail of an existing call is updated
Pipeline record created
Triggers when a new pipeline record is created
Product created
Triggers when a new product is created
Call created
Triggers when a new call is created
Company created
Triggers when a new company is created
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Pipeline record stage updated
Triggers when the details of a pipeline record stage is updated
Product updated
Triggers when any detail of an existing product is updated
Task updated
Triggers when any detail of an existing task is updated
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Contact created or updated
Triggers when a new contact is created or updated
Event updated
Triggers when any detail of an existing event is updated
Contact updated
Triggers when any detail of an existing contact is updated
User added
Triggers when a new user is added
Event created
Triggers when a new event is created
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Company updated
Triggers when any detail of an existing company is updated
All Actions - Actions are the automated tasks
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
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 bill - Item based
Creates a new item-based bill
Update customer
Updates the details of an existing customer
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
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 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 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 customer type
Fetches the details of a customer type by its name
Fetch item
Fetches the details of an existing item by name
Fetch category
Fetches the details of an existing category by name
Create or update contact
Creates a new contact or updates the details of an existing contact
Create or update product
Creates a new product or updates the details of an existing product
Create or update company
Creates a new company or updates the details of the company if it already exists
Create task
Creates a new task
Create tag
Creates a new tag in the selected module
Create call
Creates a new call
Remove tag from record
Removes an existing tag from the specified record
Send email
Sends an email to the specified contact
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Add tag to record
Adds a tag to the specified record
Create user
Creates a new user
Add note
Adds a note to the selected module
Create event
Creates a new event
Update product
Updates the details of an existing product
Update pipeline record
Updates the details of an existing pipeline record
Update call
Updates the details of an existing call
Update event
Updates the details of an existing event
Update user
Updates the existing user
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Add product to pipeline record
Adds a product to the selected pipeline record
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Fetch task
Fetches the details of an existing task by name or ID
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch product
Fetches the details of an existing product by ID, name, or code
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch event
Fetches the details of an existing event by title or ID
Fetch company
Fetches the details of an existing company by name or ID
Fetch user
Fetches the details of an existing user by email address or ID
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
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