Integrate Onpipeline with QuickBooks
Send information between Onpipeline and QuickBooks automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in QuickBooks for every new deal created in your Onpipeline
Generate estimates instantly when a deal is created in your sales CRM, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your QuickBooks when a new deal is created in Onpipeline.
How it works
- The flow triggers when a new deal is created in Onpipeline.
- Zoho Flow creates a new estimate in QuickBooks.
Create an estimate in QuickBooks for every new deal created in your Onpipeline
Onpipeline + QuickBooks
Create an invoice in QuickBooks for newly acquired deals in Onpipeline
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in QuickBooks each time a deal is closed in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new invoice in QuickBooks.
Create an invoice in QuickBooks for newly acquired deals in Onpipeline
Onpipeline + QuickBooks
A new deal in Onpipeline whenever a new order is created in QuickBooks
Enable sales reps to view new orders through the creation of deals in your sales CRM instantly. This integration will set up a new deal in Onpipeline 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 Onpipeline.
A new deal in Onpipeline whenever a new order is created in QuickBooks
QuickBooks + Onpipeline
Build your own integrations between Onpipeline and QuickBooks
Connect Onpipeline and QuickBooks with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Onpipeline and QuickBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal updated
Triggers when an existing deal is updated
Person added
Triggers when a new contact person is added
Organization created
Triggers when a new organization is created
Deal updated as won
Triggers when a deal is updated as won
Event updated
Triggers when a calendar event is updated
Deal created
Triggers when a new deal is created
Event created
Triggers when a new calendar event 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 deal
Creates a new deal
Add lead
Creates a new lead
Add organization
Adds a new organization
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing contact person
Add person
Adds a new contact person
Update organization
Updates the details of an existing organization
Fetch organization
Fetches the details of an existing organisation by name
Fetch person
Fetches the details of an existing person by full name
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 Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
Similar apps
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
Similar apps
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
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
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
