Integrate Teamleader with QuickBooks
Send information between Teamleader and QuickBooks 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 Teamleader
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will automatically generate an estimate within your QuickBooks whenever a new deal is created in Teamleader.
How it works
- The flow triggers when a new deal is created in Teamleader.
- Zoho Flow creates a new estimate in QuickBooks.
Create an estimate in your QuickBooks when a new deal is created in Teamleader
Teamleader + QuickBooks
A new deal in Teamleader whenever a new order is created in 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 Teamleader 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 Teamleader.
A new deal in Teamleader whenever a new order is created in QuickBooks
QuickBooks + Teamleader
Build your own integrations between Teamleader and QuickBooks
Connect Teamleader and QuickBooks with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Teamleader and QuickBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Product created
Triggers when a new product is created
Time tracking updated
Triggers when the details of an existing time tracking are updated
Time tracking created
Triggers when a new time tracking is created
Company created
Triggers when a new company is added
Deal created
Triggers when a new deal is created
Invoice paid
Triggers when an invoice is paid
Deal accepted
Triggers when a deal is accepted
Project created
Triggers when a new project is created
Contact added
Triggers when a new contact is added
Invoice booked
Triggers when an invoice is booked
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
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Link contact to company
Links a contact to the specified company
Create task
Creates a new task
Create deal
Creates a new deal
Create project
Creates a new project
Create company
Creates a new company
Update task
Updates the details of an existing task
Fetch contact
Fetches a contact by ID
Fetch company
Fetches a company by ID
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
What is Teamleader?
Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
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Owain ap Rees
Sales Director, Artico
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
