Integrate QuickBooks with Neaktor
Send information between QuickBooks and Neaktor automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a new task in Neaktor 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 Neaktor 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 using the specified task model in Neaktor.
Initiate a new task in Neaktor whenever an order is created in QuickBooks
QuickBooks + Neaktor
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Supported triggers and actions
Integrate QuickBooks and Neaktor 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
Task deleted
Triggers when a task is deleted
Task created
Triggers when a new task is created
Task status updated
Triggers when the details of an existing task is updated
Assignee changed
Triggers when the assignee is changed
Task comment added
Triggers when a new task comment is added
Task status completed
Triggers when a task status is marked complete
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 project managers
Adds project managers to the specified project
Create task
Creates a new task using the specified task model
Create reminder
Creates a new reminder
Create event
Creates a new event
Create project
Creates a new project using the specified module
Update project
Updates the details of an existing project
Update event
Updates the details of an event
Update task
Updates the details of an existing task using ID or IDx
Fetch event or reminder
Fetches the details of an existing event or a reminder using ID
Fetch user
Fetches the details of an existing user using email address
Fetch task
Fetches the details of an existing project using ID or IDx
Fetch project
Fetches the details of an existing project using ID or key
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
What is Neaktor?
Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.
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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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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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
