Integrate QuickBooks with Agile CRM
Send information between QuickBooks and Agile CRM automatically, without writing any code, using Zoho Flow.
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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.
Prepare an estimate in QuickBooks for new deals created in your Agile CRM
Agile CRM + QuickBooks
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.
Create a new deal in Agile CRM for each new order placed in QuickBooks
QuickBooks + Agile CRM
Build your own integrations between QuickBooks and Agile CRM
Connect QuickBooks and Agile CRM with over 950+ 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
Customer updated
Triggers when any detail of an existing customer is updated
Service item created
Triggers when a new service item is created
Vendor created
Triggers when a new vendor is created
Customer created
Triggers when a new customer is created
Non-inventory item created
Triggers when a non-inventory item is created
Inventory item updated
Triggers when any detail of an existing inventory item is updated
Service item updated
Triggers when any detail of an existing service item is updated
Account created
Triggers when a new account is created
Payment received
Triggers when a payment is received
Estimate updated
Triggers when an estimate is updated
Invoice created
Triggers when a new invoice is created
Deposit added
Triggers when a new deposit is added
Vendor updated
Triggers when the details of an existing vendor are updated
Purchase order created
Triggers when a new purchase order is created
Account updated
Triggers when an account is updated
Invoice updated
Triggers when the details of an existing invoice are updated
Bill created
Triggers when a bill is created
Non-inventory item updated
Triggers when any detail of an existing non-inventory item is updated
Credit memo updated
Triggers when the details of an existing credit memo are updated
Estimate created
Triggers when a new estimate is created
Sales receipt created
Triggers when a new sales receipt is created
Sales receipt updated
Triggers when the details of an existing sales receipt are updated
Credit memo created
Triggers when a credit memo is created
Inventory item created
Triggers when an inventory item is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create bill - Item based
Creates a new item-based bill
Create deposit
Creates a new deposit
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 payment record
Creates a new payment record
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 sales receipt
Creates a new sales receipt
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
Update item status
Updates the status of the specified item
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
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 customer type
Fetches the details of a customer type by its name
Fetch account
Fetches an account by name
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Send invoice
Sends an invoice 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 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 invoice
Fetches the details of an existing invoice by number
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 item
Fetches the details of an existing item by name
Fetch category
Fetches the details of an existing category by name
Add note to contact
Adds a note to an existing contact
Create Deal
Creates a new deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Update Company
Updates the details of an existing Company based on company ID
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.
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.
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Learn more >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 the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
