Integrate QuickBooks with Zendesk Sell

Send information between QuickBooks and Zendesk Sell automatically, without writing any code, using Zoho Flow.

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Create an estimate in your QuickBooks when a new deal is created in Zendesk Sell

Automate the generation of estimates for new deals in your salesforce automation software to streamline sales and accounting processes. This flow will create an estimate in your QuickBooks when a new deal is created in Zendesk Sell.

How it works
  1. The flow triggers when a new deal is created in Zendesk Sell.
  2. Zoho Flow creates a new estimate in QuickBooks.
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Create an estimate in your QuickBooks when a new deal is created in Zendesk Sell

Zendesk Sell + QuickBooks

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Create a new deal in Zendesk Sell for every new order created in QuickBooks

Track new orders by creating deals and monitor their progress through predefined stages. This integration will set up a new deal in Zendesk Sell for every new order placed through QuickBooks.

How it works
  1. The flow triggers when a new purchase order is created in QuickBooks.
  2. Zoho Flow create a new deal in Zendesk Sell.
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Create a new deal in Zendesk Sell for every new order created in QuickBooks

QuickBooks + Zendesk Sell

Build your own integrations between QuickBooks and Zendesk Sell

Connect QuickBooks and Zendesk Sell 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 Zendesk Sell 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

Lead created

Triggers when a new lead is created

Contact created

Triggers when a new contact 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 deal

Create a new deal

Create contact

Creates a new contact

Create task

Create a new task

Create task

Create a new task

Create lead

Creates a new lead

Update lead

Updates the details of an existing lead by ID

Update deal

Updates the details of an existing deal by ID

Fetch user

Fetch the details of the existing user by email address

Fetch lead

Fetch the details of the existing lead by email address

What is QuickBooks?

Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.

What is Zendesk Sell?

Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.

CRM Sales Automation

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and 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

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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

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