Integrate QuickBooks with ActiveCampaign
Send information between QuickBooks and ActiveCampaign automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
A new deal in ActiveCampaign whenever a new order is created in QuickBooks
Track new orders by creating deals and monitor their progress through predefined stages. This flow will set up a new deal in ActiveCampaign 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 ActiveCampaign.
A new deal in ActiveCampaign whenever a new order is created in QuickBooks
QuickBooks + ActiveCampaign
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Supported triggers and actions
Integrate QuickBooks and ActiveCampaign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Account created
Triggers when a new account is created
Credit memo updated
Triggers when the details of an existing credit memo are updated
Estimate created
Triggers when a new estimate is created
Invoice updated
Triggers when the details of an existing invoice are updated
Account updated
Triggers when an account is updated
Sales receipt created
Triggers when a new sales receipt is created
Purchase order created
Triggers when a new purchase order is created
Sales receipt updated
Triggers when the details of an existing sales receipt are updated
Customer updated
Triggers when any detail of an existing customer is updated
Invoice created
Triggers when a new invoice is created
Estimate updated
Triggers when an estimate is updated
Payment received
Triggers when a payment is received
Service item created
Triggers when a new service item is created
Vendor created
Triggers when a new vendor is created
Customer created
Triggers when a new customer is created
Non-inventory item created
Triggers when a non-inventory item is created
Credit memo created
Triggers when a credit memo is created
Inventory item updated
Triggers when any detail of an existing inventory item is updated
Inventory item created
Triggers when an inventory item is created
Service item updated
Triggers when any detail of an existing service item is updated
Bill created
Triggers when a bill is created
Deposit added
Triggers when a new deposit is added
Non-inventory item updated
Triggers when any detail of an existing non-inventory item is updated
Vendor updated
Triggers when the details of an existing vendor are updated
Campaign opened
Triggers when a contact opens a campaign message. This will run every time a subscriber opens an email.
Campaign starts sending
Triggers when a new campaign starts sending
Deal task created
Triggers when a new deal task is created
Contact unsubscribed from campaign
Triggers when a contact unsubscribes as a result of a campaign email sent
Campaign link clicked
Triggers when a contact clicks a link in a campaign message. This will only run once for each unique link.
Contact added to list
Triggers when a new contact is added to the selected list
Contact note created
Triggers when a new contact note is created
Contact tag added
Triggers when a tag is added to an existing contact
Deal updated
Triggers when the details of an existing deal are updated
Contact updated
Triggers when the details of an existing contact are updated
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
Deal note created
Triggers when a new deal note is created
All Actions - Actions are the automated tasks
Create bill - Item based
Creates a new item-based bill
Create sales receipt
Creates a new sales receipt
Create invoice
Creates a new invoice
Create vendor
Creates a new vendor
Create bill - Account based
Creates a new account-based bill
Create account
Creates a new account
Create payment record
Creates a new payment record
Create transfer
Creates a new transfer
Create estimate
Creates a new estimate
Create service item
Creates a new service item
Create deposit
Creates a new deposit
Create non-inventory item
Creates a new non-inventory item
Create customer
Creates a new customer
Create inventory item
Creates a new inventory item
Create credit memo
Creates a new credit memo
Update customer
Updates the details of an existing customer
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
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 item by SKU
Fetches the details of an existing item using SKU
Fetch deposit
Fetches the details of an existing deposit by its ID
Fetch sales term
Fetches the details of a sales term based on its name
Send invoice
Sends an invoice to the specified email address
Send estimate
Sends an existing estimate
Fetch account
Fetches an account by name
Fetch customer type
Fetches the details of a customer type by its name
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 name
Fetches the details of an existing vendor by name
Fetch category
Fetches the details of an existing category by name
Fetch item
Fetches the details of an existing item by name
Add note to deal
Adds notes to the selected deal
Create contact note
Creates a note for the specified contact
Add or update contact
Adds a new contact, updates the details of an existing contact, or removes an existing contact from the selected list
Create deal
Creates a new deal
Add tag to contact
Adds a tag to an existing contact
Create campaign
Creates and sends a new campaign
Add contact to automation
Adds a contact into an automation. If unavailable, a contact will be created and added
Create tracked event
Creates a custom website or application event
Create contact
Creates a new contact
Update contact
Updates an existing contact's details
Update deal
Updates an existing deal
Fetch automation
Fetches the details of an automation by name
Fetch contact
Fetches a contact by email address
Fetch deal
Fetches an existing deal by title
Search tag
Searches for an existing tag using name
Fetch user
Fetches a user by email address
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
What is ActiveCampaign?
ActiveCampaign is a marketing platform that helps you send campaigns, design newsletters, automate channels, and close deals faster. You can segment emails, add dynamic data, perform split testing, and manage your text-messaging marketing.
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