Integrate QuickBooks with Apptio Targetprocess

Send information between QuickBooks and Apptio Targetprocess automatically, without writing any code, using Zoho Flow.

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Initiate a new task in Apptio Targetprocess whenever an order is created in QuickBooks

Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Apptio Targetprocess whenever a new order is placed 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 Apptio Targetprocess.
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Initiate a new task in Apptio Targetprocess whenever an order is created in QuickBooks

QuickBooks + Apptio Targetprocess

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Supported triggers and actions

Integrate QuickBooks and Apptio Targetprocess 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

New request

Triggers when a new request is created

New task

Triggers when a new task is created

New bug

Triggers when a new bug is created

New feature

Triggers when new feature is created

New team iteration

Triggers when a new team iteration is added

New iteration

Triggers when a new iteration is added

New release

Triggers when a new release is created

New build

Triggers when a new build is created

New comment

Triggers when a new comment is added

New project

Triggers when a new project is created

New time record

Triggers when a new time record is created

New user story

Triggers when a new user story 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 comment

Adds a new comment to an existing entity

Create user story

Creates a new user story

Create time record

Creates a new time record

Add requester to request

Creates a new requester and adds them to an existing request

Create build

Creates a new build

Create task

Creates a new task

Create request

Creates a new request

Create bug

Creates a new bug

Create feature

Creates a new feature

What is QuickBooks?

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

What is Apptio Targetprocess?

Targetprocess is a project management tool that lets you track activities, share boards, and build custom reports.

Build comprehensive workflows using

Webhook triggers

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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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