Integrate QuickBooks with Active Collab

Send information between QuickBooks and Active Collab automatically, without writing any code, using Zoho Flow.

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Initiate a new task in Active Collab whenever an order is created in QuickBooks

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in Active Collab whenever an order is created in QuickBooks.

How it works
  1. The flow triggers when a new purchase order is created in QuickBooks.
  2. Zoho Flow creates a new task in Active Collab.
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Initiate a new task in Active Collab whenever an order is created in QuickBooks

QuickBooks + Active Collab

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Supported triggers and actions

Integrate QuickBooks and Active Collab 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

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

Task list created

Triggers when a new task list is created in a project

Task updated

Triggers when the details of an existing task is updated

Comment added

Triggers when a comment is added to an object

Task moved

Triggers when a task is moved from one task list to another

Task closed

Triggers when a task is closed

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

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

Create company

Creates a new company

Create task

Creates a new task

Add comment to discussion

Adds a new comment to discussion

Add comment to task

Creates a new comment in the selected task

Create project

Creates a new project

Move task

Moves the specified task to the selected task list

Fetch user

Fetches the details of an existing user by email address

Fetch task

Fetches the details of an existing task

What is QuickBooks?

Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.

Accounting Popular

What is Active Collab?

ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.

Project Management

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.

Learn more >

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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