Integrate QuickBooks with Teamwork Projects

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Create a new task in Teamwork Projects when a order is created in QuickBooks

Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Teamwork Projects 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 the selected task list in Teamwork Projects.
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Create a new task in Teamwork Projects when a order is created in QuickBooks

QuickBooks + Teamwork Projects

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Supported triggers and actions

Integrate QuickBooks and Teamwork Projects 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 project

Triggers when a new project is created

New message

Triggers when a new message is created in the selected project

New person in project

Triggers when a new person is added in the selected project

New company

Triggers when a new company is created

New task list

Triggers when a new task list is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New person

Triggers when a new person is added

New task

Triggers when a new task is created in the selected project

New time entry

Triggers when a new time entry is created in the selected project

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

Create message

Creates a new message in the selected project

Create project

Creates a new project

Add person

Adds a new person

Create milestone

Creates a new milestone in the selected project

Create task

Creates a new task in the selected task list

Create company

Creates a new company

Create time entry

Creates a new time entry in the selected project

Fetch person

Fetches the details of a person by person ID or email address

Fetch task

Fetches the details of an existing task

Fetch tag

Fetches the details of a tag by ID or name

Fetch project

Fetches the details of an existing project

Fetch company

Fetches the details of an existing company

What is QuickBooks?

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

What is Teamwork Projects?

Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.

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Webhook triggers

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Logic

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Custom functions

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