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Create business workflows for QuickBooks without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.
Popular QuickBooks workflows
Create an estimate in QuickBooks for every new deal created in your Agendor
Generate estimates instantly when a deal is created in your sales CRM solution, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in QuickBooks for a new deal created in your Agendor.
How it works
- The flow triggers when a new deal is created in Agendor.
- Zoho Flow creates a new estimate in QuickBooks.
Create an estimate in QuickBooks for every new deal created in your EngageBay
Automate the generation of estimates for new deals in your marketing, sales, support and CRM application to streamline sales and accounting processes. This flow will create an estimate in your QuickBooks when a new deal is created in EngageBay.
How it works
- The flow triggers when a new deal is created in EngageBay.
- Zoho Flow creates a new estimate in QuickBooks.
Prepare an estimate in QuickBooks for new deals created in your Freshsales
Generate estimates instantly when a deal is created in your customer relationship management platform, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your QuickBooks when a new deal is created in Freshsales.
How it works
- The flow triggers when a new deal is created in the selected view in Freshsales.
- Zoho Flow creates a new estimate in QuickBooks.
Generate an estimate within your QuickBooks automatically, When a new deal is created in Gro CRM
Effortlessly create accurate estimates in your accounting software every time, without any manual input. This flow will create an estimate in your QuickBooks when a new deal is created in Gro CRM.
How it works
- The flow triggers when a new deal is created in Gro CRM.
- Zoho Flow creates a new estimate in QuickBooks.
Create an estimate in your QuickBooks when a new deal is created in HubSpot CRM
Automate the generation of estimates for new deals in your recruitment software to streamline sales and accounting processes. This flow will automatically generate an estimate within your QuickBooks whenever a new deal is created in HubSpot CRM.
How it works
- The flow triggers when a new deal is created in HubSpot CRM.
- Zoho Flow creates a new estimate in QuickBooks.
Generate an estimate within your QuickBooks automatically, When a new deal is created in Kylas
Automate the generation of estimates for new deals in your retail sales management software to streamline sales and accounting processes. This flow will prepare an estimate in QuickBooks for a new deal created in your Kylas.
How it works
- The flow triggers when a deal is created or updated in Kylas.
- Zoho Flow creates a new estimate in QuickBooks.
Generate an estimate within your QuickBooks automatically, When a new deal is created in Livespace
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your QuickBooks when a new deal is created in Livespace.
How it works
- The flow triggers when a new deal is created in Livespace.
- Zoho Flow creates a new estimate in QuickBooks.
Prepare an estimate in QuickBooks for new deals created in your Pipedrive
Generate estimates instantly when a deal is created in your pipeline management tool, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in QuickBooks for a new deal created in your Pipedrive.
How it works
- The flow triggers when a new deal is created in Pipedrive.
- Zoho Flow creates a new estimate in QuickBooks.
Create an estimate in QuickBooks for every new deal created in your PipelineDeals
Automate the generation of estimates for new deals in your sales CRM to streamline sales and accounting processes. This flow will create an estimate in your QuickBooks when a new deal is created in PipelineDeals.
How it works
- The flow triggers when a new deal is created in PipelineDeals.
- Zoho Flow creates a new estimate in QuickBooks.
Prepare an estimate in QuickBooks for new deals created in your Salesmate
Automate the generation of estimates for new deals in your CRM tool to streamline sales and accounting processes. This flow will automatically generate an estimate within your QuickBooks whenever a new deal is created in Salesmate.
How it works
- The flow triggers when a new deal is created in Salesmate.
- Zoho Flow creates a new estimate in QuickBooks.
Prepare an estimate in QuickBooks for new deals created in your Sellf
Generate estimates instantly when a deal is created in your organization software, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in QuickBooks for a new deal created in your Sellf.
How it works
- The flow triggers when a deal enters a specific pipeline stage in Sellf.
- Zoho Flow creates a new estimate in QuickBooks.
Create an estimate in your QuickBooks when a new deal is created in Teamwork CRM
Effortlessly create accurate estimates in your accounting software every time, without any manual input. This flow will prepare an estimate in QuickBooks for a new deal created in your Teamwork CRM.
How it works
- The flow triggers when a new deal is created in Teamwork CRM.
- Zoho Flow creates a new estimate in QuickBooks.
Create an invoice in QuickBooks for new orders placed in BigCommerce
Facilitate smoother transactions by promptly generating invoices, thereby enhancing faster revenue processing. This flow will generate an invoice in QuickBooks whenever a new order is placed in BigCommerce.
How it works
- The flow triggers when a new order is created in BigCommerce.
- Zoho Flow creates a new invoice in QuickBooks.
Generate an invoice in QuickBooks for any new orders received in Billbee
Reduce the administrative workload associated with manual invoice creation. This flow will create a new invoice in QuickBooks for new orders placed in Billbee.
How it works
- The flow triggers when a new order is created in Billbee.
- Zoho Flow creates a new invoice in QuickBooks.
Create an invoice in QuickBooks for new orders placed in Cartloom
Generate invoices automatically upon order placement to expedite transactions. This flow will create a new invoice in QuickBooks for new orders placed in Cartloom.
How it works
- The flow triggers when a new order is created in Cartloom.
- Zoho Flow creates a new invoice in QuickBooks.
Create an invoice in QuickBooks for all new orders placed in CartRover
Reduce the administrative workload associated with manual invoice creation. This flow will create an invoice in QuickBooks every time a new order is recorded in CartRover.
How it works
- The flow triggers when a new order is created in CartRover.
- Zoho Flow creates a new invoice in QuickBooks.
Prepare an invoice in QuickBooks upon the placement of new orders in CloudCart
Generate invoices automatically upon order placement to expedite transactions. This flow will generate an invoice in QuickBooks whenever a new order is placed in CloudCart.
How it works
- The flow triggers when a new order is created in CloudCart.
- Zoho Flow creates a new invoice in QuickBooks.
Create an invoice in QuickBooks for new orders placed in Omnisend
Ensure prompt service for your customers with swift order processing and invoicing. This flow will generate an invoice in QuickBooks whenever a new order is placed in Omnisend.
How it works
- The flow triggers when a new order is created in Omnisend.
- Zoho Flow creates a new invoice in QuickBooks.
Generate an invoice in QuickBooks for any new orders received in Printify
Ensure prompt service for your customers with swift order processing and invoicing. This flow will create an invoice in QuickBooks every time a new order is recorded in Printify.
How it works
- The flow triggers when a new order is created in Printify.
- Zoho Flow creates a new invoice in QuickBooks.
Create an invoice in QuickBooks for all new orders placed in Saleor
Reduce the administrative workload associated with manual invoice creation. This flow will create an invoice in QuickBooks every time a new order is recorded in Saleor.
How it works
- The flow triggers when an order is confirmed in Saleor.
- Zoho Flow creates a new invoice in QuickBooks.
Create an invoice in QuickBooks for all new orders placed in Shipwire
Reduce the administrative workload associated with manual invoice creation. This flow will generate an invoice in QuickBooks whenever a new order is placed in Shipwire.
How it works
- The flow triggers when an order is created in Shipwire.
- Zoho Flow creates a new invoice in QuickBooks.
Generate an invoice in QuickBooks for any new orders received in Shopify
Generate invoices automatically upon order placement to expedite transactions. This flow will generate an invoice in QuickBooks whenever a new order is placed in Shopify.
How it works
- The flow triggers when a new order is created in Shopify.
- Zoho Flow creates a new invoice in QuickBooks.
Create an invoice in QuickBooks for new orders placed in Starshipit
Generate invoices automatically upon order placement to expedite transactions. This flow will produce a new invoice in QuickBooks for each new order created in Starshipit.
How it works
- The flow triggers when an order is created (Unshipped) in Starshipit.
- Zoho Flow creates a new invoice in QuickBooks.
Create an invoice in QuickBooks for all new orders placed in StoreHippo
Generate invoices automatically upon order placement to expedite transactions. This flow will create an invoice in QuickBooks every time a new order is recorded in StoreHippo.
How it works
- The flow triggers when a new order is created in StoreHippo.
- Zoho Flow creates a new invoice in QuickBooks.
Prepare an invoice in QuickBooks upon the placement of new orders in Veeqo
Reduce the administrative workload associated with manual invoice creation. This flow will produce a new invoice in QuickBooks for each new order created in Veeqo.
How it works
- The flow triggers when a new order is recieved in Veeqo.
- Zoho Flow creates a new invoice in QuickBooks.
Create an invoice in QuickBooks for new orders placed in WooCommerce
Reduce the administrative workload associated with manual invoice creation. This flow will produce a new invoice in QuickBooks for each new order created in WooCommerce.
How it works
- The flow triggers when a new order is created in WooCommerce.
- Zoho Flow creates a new invoice in QuickBooks.
Create an invoice in QuickBooks for all new orders placed in X-Cart
Reduce the administrative workload associated with manual invoice creation. This flow will generate an invoice in QuickBooks whenever a new order is placed in X-Cart.
How it works
- The flow triggers when a new paid order is placed in X-Cart.
- Zoho Flow creates a new invoice in QuickBooks.
Create an invoice in QuickBooks for all new orders placed in Zoho Commerce
Facilitate smoother transactions by promptly generating invoices, thereby enhancing faster revenue processing. This flow will create a new invoice in QuickBooks for new orders placed in Zoho Commerce.
How it works
- The flow triggers when an order is confirmed in Zoho Commerce.
- Zoho Flow creates a new invoice in QuickBooks.
Send a notification to the team via Zoho Cliq whenever a payment is received in QuickBooks
Ensure your team always receives payment information promptly, without any delays or missing details. This flow will trigger a private channel notification in Zoho Cliq for each new payment received in QuickBooks.
How it works
- The flow triggers when a payment is received in QuickBooks.
- Zoho Flow message as a bot on the specified channel in Zoho Cliq.
Notify the team using Rocket.Chat whenever a new payment is received in QuickBooks
Keeping your team informed about payment status ensures transparency and smooth progress to the next steps. This flow will trigger a private channel notification in Rocket.Chat for each new payment received in QuickBooks.
How it works
- The flow triggers when a payment is received in QuickBooks.
- Zoho Flow sends a message in the specified channel in Rocket.Chat.
Send a notification to the team through Slack upon receiving a new payment in QuickBooks
Ensure your team always receives payment information promptly, without any delays or missing details. This flow will send a notification to a private channel in Slack each time a new payment is received in QuickBooks.
How it works
- The flow triggers when a payment is received in QuickBooks.
- Zoho Flow sends a message to the selected private channel in Slack.
Create an invoice in QuickBooks for the latest closed deals in Agendor
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in QuickBooks whenever a deal is closed in Agendor.
How it works
- The flow triggers when a the details of a deal is updated in Agendor.
- Zoho Flow creates a new invoice in QuickBooks.
Generate an invoice in QuickBooks for newly closed deals in HubSpot CRM
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in QuickBooks each time a deal is closed in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new invoice in QuickBooks.
Generate an invoice in QuickBooks for newly closed deals in Kylas
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in QuickBooks whenever a deal is closed in Kylas.
How it works
- The flow triggers when the details of an existing deal are updated in Kylas.
- Zoho Flow creates a new invoice in QuickBooks.
Generate an invoice in QuickBooks for newly closed deals in Lime Go
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in QuickBooks each time a deal is won in Lime Go.
How it works
- The flow triggers when the status of a deal is updated to 'won' in Lime Go.
- Zoho Flow creates a new invoice in QuickBooks.
Create an invoice in QuickBooks for the latest closed deals in OnePageCRM
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in QuickBooks whenever a deal is closed in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice in QuickBooks.
Generate an invoice in QuickBooks for newly closed deals in Pipedrive
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in QuickBooks for every finalised deal in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new invoice in QuickBooks.
Create an invoice in QuickBooks for recently won deals in PipelineDeals
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in QuickBooks each time a deal is won in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in QuickBooks.
Create an invoice in QuickBooks for newly acquired deals in Teamwork CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in QuickBooks whenever a deal is closed in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new invoice in QuickBooks.
Generate an invoice in QuickBooks for newly closed deals in Zoho CRM
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in QuickBooks whenever a deal is closed in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new invoice in QuickBooks.
Initiate a new task in LiquidPlanner whenever an order is created in QuickBooks
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in LiquidPlanner each time a new order is made in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in LiquidPlanner.
Create a new task in Forecast when a new order is created in QuickBooks
Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Forecast whenever a new order is placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in Forecast.
Create a new task in Breeze when a new order is created in QuickBooks
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in Breeze when a order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in Breeze.
Initiate a new task in Trigger whenever an order is created in QuickBooks
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in Trigger each time a new order is made in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in the selected project in Trigger.
Create a new task in TickTick when a new order is created in QuickBooks
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in TickTick whenever an order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in TickTick.
Initiate a new task in Active Collab whenever an order is created in QuickBooks
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in Active Collab whenever an order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in Active Collab.
Initiate a new task in Aero Workflow whenever an order is created in QuickBooks
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in Aero Workflow when a order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in Aero Workflow.
Create a new task in Agiled when a new order is created in QuickBooks
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Agiled whenever a new order is placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in Agiled.
Initiate a new task in Apptio Targetprocess whenever an order is created in QuickBooks
QuickBooks + Apptio Targetprocess
Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Apptio Targetprocess whenever a new order is placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in Apptio Targetprocess.
Create a new task in Clinked when a order is created in QuickBooks
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Clinked whenever a new order is placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in Clinked.
Create a new task in Habitica when a order is created in QuickBooks
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Habitica whenever an order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in Habitica.
Create a new task in JobNimbus when a order is created in QuickBooks
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in JobNimbus whenever an order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in JobNimbus.
Create a task in Microsoft To-Do each time a new order is made in QuickBooks
Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Microsoft To-Do each time a new order is made in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in Microsoft To-Do.
Create a new task in Motion when a order is created in QuickBooks
Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Motion each time a new order is made in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in Motion.
Create a task in Roll each time a new order is made in QuickBooks
Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Roll each time a new order is made in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in Roll.
Initiate a new task in Runrun.it whenever an order is created in QuickBooks
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Runrun.it each time a new order is made in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in Runrun.it.
Create a task in Ryver each time a new order is made in QuickBooks
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will create a new task in Ryver when a order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in Ryver.
Create a new task in Tallyfy when a new order is created in QuickBooks
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Tallyfy each time a new order is made in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in Tallyfy.
Create a new task in TeamGrid when a new order is created in QuickBooks
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in TeamGrid each time a new order is made in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in TeamGrid.
Create a new task in TeamWave when a order is created in QuickBooks
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to TeamWave whenever a new order is placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in TeamWave.
Initiate a new task in Tick whenever an order is created in QuickBooks
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in Tick whenever an order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in Tick.
Initiate a new task in Workast whenever an order is created in QuickBooks
Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Workast whenever a new order is placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in Workast.
Initiate a new task in Zoho Projects whenever an order is created in QuickBooks
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Zoho Projects whenever a new order is placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in Zoho Projects.
Create a new task in Asana when a new order is created in QuickBooks
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in Asana when a order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in the selected project in Asana.
Create a new task in Google Tasks when a order is created in QuickBooks
Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in Google Tasks when a order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in the selected task list in Google Tasks.
Create a new task in Teamwork Projects when a order is created in QuickBooks
QuickBooks + Teamwork Projects
Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Teamwork Projects whenever a new order is placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in the selected task list in Teamwork Projects.
Initiate a new task in Workstack whenever an order is created in QuickBooks
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to Workstack whenever a new order is placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in the selected todo in Workstack.
Create a task in Yodiz each time a new order is made in QuickBooks
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Yodiz whenever a new order is placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in the selected user story in Yodiz.
Create a new task in Flow when a order is created in QuickBooks
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in Flow when a order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in the selected workspace in Flow.
Create a task in ClickUp each time a new order is made in QuickBooks
Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in ClickUp when a order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task under the selected list in ClickUp.
Create a new task in DoneDone when a new order is created in QuickBooks
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to DoneDone whenever a new order is placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a task in the selected project in DoneDone.
Create a new task in Swit when a new order is created in QuickBooks
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in Swit each time a new order is made in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a task in the selected project in Swit.
Create a new task in TeamGantt when a new order is created in QuickBooks
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in TeamGantt each time a new order is made in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates new task in TeamGantt.
Create a task in Paymo each time a new order is made in QuickBooks
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Paymo whenever an order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in Paymo.
Create a new task in Todoist when a order is created in QuickBooks
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Todoist whenever a new order is placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in Todoist.
Create a new task in Toggl Track when a order is created in QuickBooks
Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Toggl Track whenever an order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in the selected project in Toggl Track.
Create a task in Zoho Connect each time a new order is made in QuickBooks
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Zoho Connect whenever a new order is placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in the selected section in Zoho Connect.
Create a new deal in HubSpot CRM for every new order created in QuickBooks
Enable sales reps to view new orders through the creation of deals in your recruitment software instantly. This flow will set up a new deal in HubSpot CRM for each new order placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new deal in HubSpot CRM.
A new deal in Sellf whenever a new order is created in QuickBooks
Enable sales reps to view new orders through the creation of deals in your organization software instantly. This flow will generate a new deal in Sellf whenever a new order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new deal in Sellf.
Create a new deal in Agendor for every new order created in QuickBooks
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will generate a new deal in Agendor whenever a new order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new company deal in Agendor.
A new deal in ActiveCampaign whenever a new order is created in QuickBooks
Track new orders by creating deals and monitor their progress through predefined stages. This flow will set up a new deal in ActiveCampaign for each new order placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new deal in ActiveCampaign.
Create a new deal in EngageBay for every new order created in QuickBooks
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will create a new deal in EngageBay for every new order created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new deal in EngageBay.
Create a new deal in Freshsales for every new order created in QuickBooks
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will generate a new deal in Freshsales whenever a new order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new deal in Freshsales.
Set up a new deal in Kylas for every new order placed through QuickBooks
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will create a new deal in Kylas for every new order created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new deal in Kylas.
A new deal in Livespace whenever a new order is created in QuickBooks
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will set up a new deal in Livespace for each new order placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new deal in Livespace.
Create a new deal in Pipedrive for every new order created in QuickBooks
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will generate a new deal in Pipedrive whenever a new order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new deal in Pipedrive.
Create a new deal in PipelineDeals for every new order created in QuickBooks
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will create a new deal in PipelineDeals for every new order created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new deal in PipelineDeals.
Set up a new deal in Salesmate for every new order placed through QuickBooks
Track new orders by creating deals and monitor their progress through predefined stages. This flow will set up a new deal in Salesmate for each new order placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new deal in Salesmate.
A new deal in TeamWave whenever a new order is created in QuickBooks
Enable sales reps to view new orders through the creation of deals in your integrated business suite instantly. This integration will set up a new deal in TeamWave for every new order placed through QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new deal in TeamWave.
Set up a new deal in Teamwork CRM for every new order placed through QuickBooks
Track new orders by creating deals and monitor their progress through predefined stages. This flow will create a new deal in Teamwork CRM for every new order created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new deal in Teamwork CRM.
Build your own QuickBooks integrations
Connect QuickBooks with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Build your QuickBooks workflows using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Account updated
Triggers when an account is 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
Estimate updated
Triggers when an estimate is updated
Inventory item created
Triggers when an inventory item is created
Inventory item updated
Triggers when any detail of an existing inventory item is updated
Payment received
Triggers when a payment is received
Customer updated
Triggers when any detail of an existing customer is updated
Sales receipt created
Triggers when a new sales receipt is created
Non-inventory item created
Triggers when a non-inventory item is created
Invoice created
Triggers when a new invoice is created
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
Account created
Triggers when a new account is created
Estimate created
Triggers when a new estimate is created
Invoice updated
Triggers when the details of an existing invoice are updated
Vendor created
Triggers when a new vendor is created
Credit memo updated
Triggers when the details of an existing credit memo are updated
Purchase order created
Triggers when a new purchase order is created
Non-inventory item updated
Triggers when any detail of an existing non-inventory item is updated
Vendor updated
Triggers when the details of an existing vendor are updated
All Actions - Actions are the automated tasks
Create customer
Creates a new customer
Create non-inventory item
Creates a new non-inventory item
Create credit memo
Creates a new credit memo
Create inventory item
Creates a new inventory item
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 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
Update invoice
Updates the details of an invoice by ID
Update item status
Updates the status of the specified item
Update account
Updates the details of an existing account using account ID
Update estimate
Updates the estimate by ID
Update customer
Updates the details of an existing customer
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 account
Fetches an account by name
Send estimate
Sends an existing estimate
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 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 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 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
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
