Integrate Sellf with QuickBooks

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

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Prepare an estimate in QuickBooks for new deals created in your Sellf

Generate estimates instantly when a deal is created in your organization software, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in QuickBooks for a new deal created in your Sellf.

How it works
  1. The flow triggers when a deal enters a specific pipeline stage in Sellf.
  2. Zoho Flow creates a new estimate in QuickBooks.
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Prepare an estimate in QuickBooks for new deals created in your Sellf

Sellf + QuickBooks

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A new deal in Sellf whenever a new order is created in QuickBooks

Enable sales reps to view new orders through the creation of deals in your organization software instantly. This flow will generate a new deal in Sellf whenever a new order is created in QuickBooks.

How it works
  1. The flow triggers when a new purchase order is created in QuickBooks.
  2. Zoho Flow creates a new deal in Sellf.
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A new deal in Sellf whenever a new order is created in QuickBooks

QuickBooks + Sellf

Build your own integrations between Sellf and QuickBooks

Connect Sellf and QuickBooks with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Sellf and QuickBooks using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Person

Triggers when a new person is created

New Deal in Pipeline Stage

Triggers when a deal enters a specific pipeline stage

New Deal

Triggers when a new deal is created

New Company

Triggers when a new company is created

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

All Actions - Actions are the automated tasks

Create Company

Creates a new company

Create Deal

Creates a new deal

Create Person

Creates a new person

Fetch Company

Fetches an existing company

Fetch Person

Fetches an existing person

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

What is Sellf?

Sellf lets you plan events, organize documents, create and manage tasks, and make better decisions with clear reports. You can manage your team, prospects, clients, and time efficiently.

CRM

What is QuickBooks?

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

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

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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