Integrate QuickBooks with Zoho Connect
Send information between QuickBooks and Zoho Connect automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Zoho Connect 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 add a new task to Zoho Connect whenever a new order is placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in the selected section in Zoho Connect.
Create a task in Zoho Connect each time a new order is made in QuickBooks
QuickBooks + Zoho Connect
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Supported triggers and actions
Integrate QuickBooks and Zoho Connect 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
Board created
Triggers when a new board is created
Member added in board
Triggers when a member is added to a board
Event invited
Triggers when an invitee is added to an event
Task unassigned
Triggers when a task is unassigned
Announcement updated
Triggers when the details of an existing announcement is updated
Task updated
Triggers when the details of an existing task is updated
Poll created
Triggers when a new poll is created
Task status changed
Triggers when the status of an existing task is updated
Question created
Triggers when a new questions is created
Forum updated
Triggers when an existing forum post is updated
Announcement comment created
Triggers when a new comment is created in announcements
Event created
Triggers when a new event is created
Task reminder
Triggers when a task is created with a reminder
Announcement created
Triggers when a new announcement is created
Event updated
Triggers when the details of an existing event is updated
Member removed from network
Triggers when a new member is removed from the selected network
Member added in network
Triggers when a new member added to the selected network
New task created
Triggers when a new task is created
Member added in group
Triggers when a member added to group
Member removed from board
Triggers when a member is removed from a board
Task open
Triggers when a task status is marked as open
Group created
Triggers when a new group is created
Status created
Triggers when a new conversation is posted
Task assigned
Triggers when a task is assigned
User mentioned in comment
Triggers when the configuration user is mentioned in a conversation comment
Forum created
Triggers when a new forum is created
Task completed
Triggers when a task is completed in selected board
User mentioned in post
Triggers when the configuration user is mentioned in a conversation
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 private task
Creates a new private task
Create task in section
Creates a new task in the selected section
Add comment in task
Adds a comment in the specified task
Create conversation
Creates a new conversation in the selected group
Create group event
Creates a new group event
Create group
Creates a new group in the selected network
Create board
Creates a new board
Create private event
Creates a new private event
Create checklist
Creates a checklist for the specified task
Create board from board template
Creates a new board from an existing saved template
Invite user
Invites a user to the selected network
Add member to board
Adds a member to the selected board
Create forum post
Creates a new forum post
Add member to group
Adds a member to the selected group
Add comment in post
Adds a comment in the specified post
Unarchive board
Unarchives the selected board
Archive board
Archives the selected board
Archive group
Archives the selected group
Unarchive group
Unarchives the selected group
Archive task
Archives the selected task
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
What is Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
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.
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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.
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CEO, Lakeside CNC Group
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