![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Integrate QuickBooks with Agile CRM
Send information between QuickBooks and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Prepare an estimate in QuickBooks for new deals created in your Agile CRM
Automate the generation of estimates for new deals in your customer relationship management software to streamline sales and accounting processes. This flow will prepare an estimate in QuickBooks for a new deal created in your Agile CRM.
How it works
- The flow triggers when a new deal is created in Agile CRM.
- Zoho Flow creates a new estimate in QuickBooks.
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Prepare an estimate in QuickBooks for new deals created in your Agile CRM
Agile CRM + QuickBooks
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create a new deal in Agile CRM for each new order placed 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 Agile 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 Agile CRM.
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create a new deal in Agile CRM for each new order placed in QuickBooks
QuickBooks + Agile CRM
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between QuickBooks and Agile CRM
Connect QuickBooks and Agile CRM 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 Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Customer updated
Triggers when any detail of an existing customer is updated
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Service item created
Triggers when a new service item is created
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Vendor created
Triggers when a new vendor is created
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Customer created
Triggers when a new customer is created
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Non-inventory item created
Triggers when a non-inventory item is created
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Inventory item updated
Triggers when any detail of an existing inventory item is updated
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Service item updated
Triggers when any detail of an existing service item is updated
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Account created
Triggers when a new account is created
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Payment received
Triggers when a payment is received
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Estimate updated
Triggers when an estimate is updated
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Invoice created
Triggers when a new invoice is created
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Deposit added
Triggers when a new deposit is added
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Vendor updated
Triggers when the details of an existing vendor are updated
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Purchase order created
Triggers when a new purchase order is created
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Account updated
Triggers when an account is updated
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Invoice updated
Triggers when the details of an existing invoice are updated
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Bill created
Triggers when a bill is created
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Non-inventory item updated
Triggers when any detail of an existing non-inventory item is updated
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Credit memo updated
Triggers when the details of an existing credit memo are updated
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Estimate created
Triggers when a new estimate is created
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Sales receipt created
Triggers when a new sales receipt is created
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Sales receipt updated
Triggers when the details of an existing sales receipt are updated
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Credit memo created
Triggers when a credit memo is created
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Inventory item created
Triggers when an inventory item is created
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
New Task
Triggers when a new task is created
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
New Ticket
Triggers when a new ticket is created
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Create bill - Item based
Creates a new item-based bill
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Create deposit
Creates a new deposit
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Create inventory item
Creates a new inventory item
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Create customer
Creates a new customer
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Create non-inventory item
Creates a new non-inventory item
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Create payment record
Creates a new payment record
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Create service item
Creates a new service item
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Create estimate
Creates a new estimate
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Create transfer
Creates a new transfer
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Create credit memo
Creates a new credit memo
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Create sales receipt
Creates a new sales receipt
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Create account
Creates a new account
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Create bill - Account based
Creates a new account-based bill
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Create vendor
Creates a new vendor
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Create invoice
Creates a new invoice
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Update item status
Updates the status of the specified item
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Update customer
Updates the details of an existing customer
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Update invoice
Updates the details of an invoice by ID
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Update account
Updates the details of an existing account using account ID
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Update estimate
Updates the estimate by ID
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Send estimate
Sends an existing estimate
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Fetch customer by name or email
Fetches the details of an existing customer by name or email address
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Fetch customer by ID
Fetches the details of an existing customer by ID
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Fetch payment method
Fetches a payment method based on its name
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Fetch customer type
Fetches the details of a customer type by its name
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Fetch account
Fetches an account by name
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Fetch vendor by ID
Fetches the details of an existing vendor by ID
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Send invoice
Sends an invoice to the specified email address
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Fetch sales term
Fetches the details of a sales term based on its name
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Fetch deposit
Fetches the details of an existing deposit by its ID
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Fetch transfer
Fetches the details of a transfer based on its ID
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Fetch location
Fetches the details of an existing location by name
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Send sales receipt
Sends an existing sales receipt to the specified email address
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Fetch invoice
Fetches the details of an existing invoice by number
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Fetch item by SKU
Fetches the details of an existing item using SKU
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Fetch vendor by name
Fetches the details of an existing vendor by name
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Fetch item
Fetches the details of an existing item by name
![](https://flow-public.nimbuspop.com/flow-apps/quickbooks.png)
Fetch category
Fetches the details of an existing category by name
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Add note to contact
Adds a note to an existing contact
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Deal
Creates a new deal
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Task
Creates a task for the selected contact
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Ticket
Creates a new ticket
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Event
Creates a new event
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Add note to deal
Adds a note to an existing deal
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Company
Creates a new company
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Update Company
Updates the details of an existing Company based on company ID
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Update Task
Updates the details of an existing Task based on task ID
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
Similar apps
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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 >