Integrate QuickBooks with Wrike
Send information between QuickBooks and Wrike automatically, without writing any code, using Zoho Flow.
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Create a task in Wrike each time a new order is made 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 Wrike whenever an order is created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task under the selected folder or project in Wrike.
Create a task in Wrike each time a new order is made in QuickBooks
QuickBooks + Wrike
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Supported triggers and actions
Integrate QuickBooks and Wrike 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 event occurred
Triggers when an event has occurred in a task
Folder or project created
Triggers when a new folder or project is created
Comment added for task
Triggers when a new comment is added for a task
Task status updated
Triggers when the status of a task is updated
Project status updated
Triggers when the status of a project is updated
Attachment added
Triggers when an attachment is added and extracts the attachment URL
Task created
Triggers when a new task is created
Comment added for folder or project
Triggers when a new comment is added for a folder or project
Folder or project event occurred
Triggers when an event has occurred in a folder or a project
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 project
Creates a new project under the selected folder
Add comment to task
Adds a comment to the specified task
Create time log entry
Creates a new time log entry for the specified task
Create folder
Creates a new folder under the selected parent folder
Fetch user
Fetches the details of an existing user
Create task
Creates a new task under the selected folder or project
Add comment to folder or project
Adds a comment to the selected folder or project
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Fetch folder or project
Fetches the details of an existing folder or project
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.
Similar apps
What is Wrike?
Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.
Similar apps
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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
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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
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
