

Integrate Agile CRM with QuickBooks
Send information between Agile CRM and QuickBooks automatically, without writing any code, using Zoho Flow.
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Prepare an estimate in QuickBooks for new deals created in your Agile CRM
Automate the generation of estimates for new deals in your customer relationship management software to streamline sales and accounting processes. This flow will prepare an estimate in QuickBooks for a new deal created in your Agile CRM.
How it works
- The flow triggers when a new deal is created in Agile CRM.
- Zoho Flow creates a new estimate in QuickBooks.


Prepare an estimate in QuickBooks for new deals created in your Agile CRM
Agile CRM + QuickBooks


Create a new deal in Agile CRM for each new order placed in QuickBooks
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will set up a new deal in Agile CRM for each new order placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new deal in Agile CRM.


Create a new deal in Agile CRM for each new order placed in QuickBooks
QuickBooks + Agile CRM

Build your own integrations between Agile CRM and QuickBooks
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Supported triggers and actions
Integrate Agile CRM and QuickBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New Task
Triggers when a new task is created

New Deal
Triggers when a new deal is created

New Ticket
Triggers when a new ticket is created

Customer updated
Triggers when any detail of an existing customer is updated

Invoice updated
Triggers when the details of an existing invoice are updated

Estimate updated
Triggers when an estimate is updated

Non-inventory item created
Triggers when a non-inventory item is created

Non-inventory item updated
Triggers when any detail of an existing non-inventory item is updated

Account created
Triggers when a new account is created

Sales receipt created
Triggers when a new sales receipt is created

Credit memo created
Triggers when a credit memo is created

Purchase order created
Triggers when a new purchase order is created

Payment received
Triggers when a payment is received

Account updated
Triggers when an account is updated

Vendor created
Triggers when a new vendor is created

Bill created
Triggers when a bill is created

Inventory item updated
Triggers when any detail of an existing inventory item is updated

Vendor updated
Triggers when the details of an existing vendor are updated

Estimate created
Triggers when a new estimate is created

Sales receipt updated
Triggers when the details of an existing sales receipt are updated

Service item created
Triggers when a new service item is created

Credit memo updated
Triggers when the details of an existing credit memo are updated

Invoice created
Triggers when a new invoice is created

Inventory item created
Triggers when an inventory item is created

Service item updated
Triggers when any detail of an existing service item is updated

Customer created
Triggers when a new customer is created

Deposit added
Triggers when a new deposit is added
All Actions - Actions are the automated tasks

Create Task
Creates a task for the selected contact

Create Company
Creates a new company

Create Contact
Creates a new contact

Create Ticket
Creates a new ticket

Create Event
Creates a new event

Create Deal
Creates a new deal

Create deposit
Creates a new deposit

Create service item
Creates a new service item

Create credit memo
Creates a new credit memo

Create non-inventory item
Creates a new non-inventory item

Create estimate
Creates a new estimate

Create inventory item
Creates a new inventory item

Create payment record
Creates a new payment record

Create bill - Item based
Creates a new item-based bill

Create customer
Creates a new customer

Create account
Creates a new account

Create vendor
Creates a new vendor

Create invoice
Creates a new invoice

Create transfer
Creates a new transfer

Create bill - Account based
Creates a new account-based bill

Create sales receipt
Creates a new sales receipt

Update item status
Updates the status of the specified item

Update estimate
Updates the estimate by ID

Update account
Updates the details of an existing account using account ID

Update invoice
Updates the details of an invoice by ID

Update customer
Updates the details of an existing customer

Fetch transfer
Fetches the details of a transfer based on its ID

Fetch payment method
Fetches a payment method based on its name

Fetch customer by ID
Fetches the details of an existing customer by ID

Fetch customer by name or email
Fetches the details of an existing customer by name or email address

Fetch vendor by ID
Fetches the details of an existing vendor by ID

Fetch invoice
Fetches the details of an existing invoice by number

Send sales receipt
Sends an existing sales receipt to the specified email address

Fetch location
Fetches the details of an existing location by name

Fetch deposit
Fetches the details of an existing deposit by its ID

Fetch customer type
Fetches the details of a customer type by its name

Fetch sales term
Fetches the details of a sales term based on its name

Fetch item by SKU
Fetches the details of an existing item using SKU

Fetch account
Fetches an account by name

Send invoice
Sends an invoice to the specified email address

Fetch vendor by name
Fetches the details of an existing vendor by name

Send estimate
Sends an existing estimate

Fetch item
Fetches the details of an existing item by name

Fetch category
Fetches the details of an existing category by name
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
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