Integrate QuickBooks with Zoho Cliq

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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
  1. The flow triggers when a payment is received in QuickBooks.
  2. Zoho Flow message as a bot on the specified channel in Zoho Cliq.
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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

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

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

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

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

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

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 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 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 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

Create sales receipt

Creates a new sales receipt

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

Update item status

Updates the status of the specified item

Update customer

Updates the details of an existing customer

Fetch payment method

Fetches a payment method based on its name

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 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 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 customer type

Fetches the details of a customer type by its name

Fetch account

Fetches an account by name

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 item

Fetches the details of an existing item by name

Fetch category

Fetches the details of an existing category by name

Add channel member

Adds a new channel member

Pin message

Pin an existing message in a conversation using message ID

Message user

Sends a message to the specified user

Add bot in a channel

Adds a bot to the selected channel

Message to bot

Sends a message to the selected bot

Create channel

Creates a new channel

Post card to channel

Posts a card to the specified channel

Message as bot on channel

Message as a bot on the specified channel

Create thread

Creates a new thread using message ID

Add user status

Adds the specified status to an existing user

Delete channel

Deletes the selected channel

Message in channel

Posts a message in a channel

Message as bot to user

Posts a message as a bot to the specified user

Archive channel

Archives the selected channel

Unarchive channel

Unarchives the selected channel

Update channel

Updates the details of an existing channel

Message as bot

Posts message as the specified bot in the selected chat or channel

Post card to chat

Posts a card to the specified chat

Update channel member role

Updates the role of a channel member

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.

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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