Integrate QuickBooks with Clientify
Send information between QuickBooks and Clientify automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in QuickBooks for every new deal created in your Clientify
Automate the generation of estimates for new deals in your marketing automation platform to streamline sales and accounting processes. This flow will prepare an estimate in QuickBooks for a new deal created in your Clientify.
How it works
- The flow triggers when a new deal is created in Clientify.
- Zoho Flow creates a new estimate in QuickBooks.
Create an estimate in QuickBooks for every new deal created in your Clientify
Clientify + QuickBooks
Set up a new deal in Clientify for every new order placed through QuickBooks
Enable your sales team to track their pipeline by auto-creating deals for new orders. This integration will set up a new deal in Clientify 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 Clientify.
Set up a new deal in Clientify for every new order placed through QuickBooks
QuickBooks + Clientify
Build your own integrations between QuickBooks and Clientify
Connect QuickBooks and Clientify 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 Clientify 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
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
Deal created
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
Create contact
Creates a new contact
Create task
Creates a new task
Create deal
Creates a new deal
Fetch user
Fetches the details of an existing user using ID
Fetch company
Fetches the details of an existing company using ID
Fetch task
Fetches the details of an existing task using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch contact
Fetches the details of an existing contact using ID
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
What is Clientify?
Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.
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