Integrate QuickBooks with Smartlead
Send information between QuickBooks and Smartlead automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate QuickBooks and Smartlead using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Sales receipt updated
Triggers when the details of an existing sales receipt are updated
Deposit added
Triggers when a new deposit is added
Inventory item created
Triggers when an inventory item is created
Inventory item updated
Triggers when any detail of an existing inventory item is updated
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
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
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
Email opened from campaign
Triggers when a recipient opens an email from specified campaign for the first time
Email link clicked
Triggers when a lead opens a link in an email for the first time
Lead unsubscribed from campaign
Triggers when a lead unsubscribes from a selected campaign
Lead category updated
Triggers when a lead category is updated from a selected campaign
Email replied
Triggers when a lead replies to an email from selected campaign for the first time
Email sent from campaign
Triggers when an email is sent from a selected campaign
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 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
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
Update invoice
Updates the details of an invoice by ID
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 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
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
Add lead to campaign
Adds a lead to an existing campaign
Update campaign status
Updates a campaign status
Update lead category
Updates a lead category
Update lead
Updates the details of an existing lead
Fetch lead
Fetches the details of an existing lead by email address
Remove lead from campaign
Removes a lead from a specific campaign
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
What is Smartlead?
Smartlead is a powerful cold emailing software that helps turn cold emails into steady revenue streams.
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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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
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