Integrate QuickBooks with Zoho Cliq
Send information between QuickBooks and Zoho Cliq automatically, without writing any code, using Zoho Flow.
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Send a notification to the team via Zoho Cliq whenever a payment is received in QuickBooks
Ensure your team always receives payment information promptly, without any delays or missing details. This flow will trigger a private channel notification in Zoho Cliq for each new payment received in QuickBooks.
How it works
- The flow triggers when a payment is received in QuickBooks.
- Zoho Flow message as a bot on the specified channel in Zoho Cliq.
Send a notification to the team via Zoho Cliq whenever a payment is received in QuickBooks
QuickBooks + Zoho Cliq
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Supported triggers and actions
Integrate QuickBooks and Zoho Cliq 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 channel added
Triggers when a new channel is created in your organization
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
Message to bot
Sends a message to the selected bot
Create thread
Creates a new thread using message ID
Post card to channel
Posts a card to the specified channel
Create channel
Creates a new channel
Delete channel
Deletes the selected channel
Message as bot on channel
Message as a bot on the specified channel
Message as bot to user
Posts a message as a bot to the specified user
Message user
Sends a message to the specified user
Add user status
Adds the specified status to an existing user
Message in channel
Posts a message in a channel
Add channel member
Adds a new channel member
Add bot in a channel
Adds a bot to the selected channel
Update channel member role
Updates the role of a channel member
Post card to chat
Posts a card to the specified chat
Update channel
Updates the details of an existing channel
Unarchive channel
Unarchives the selected channel
Archive channel
Archives the selected channel
Message as bot
Posts message as the specified bot in the selected chat or channel
Fetch team
Fetches the details of an existing team by name
Fetch user by name or email
Fetches an existing user by name or email address
Fetch channel
Fetches the details of an existing channel by name
Remove channel member
Removes the specified member from the selected channel
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
What is Zoho Cliq?
Zoho Cliq is business communication software for team chat and collaboration. You can share files, create events, and make unlimited audio and video calls with absolute privacy.
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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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