Integrate QuickBooks with Taskworld

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

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Create a new task in Taskworld when a order is created in QuickBooks

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in Taskworld when a 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 task in Taskworld.
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Create a new task in Taskworld when a order is created in QuickBooks

QuickBooks + Taskworld

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Supported triggers and actions

Integrate QuickBooks and Taskworld using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Service item updated

Triggers when any detail of an existing service item is updated

Customer created

Triggers when a new customer is created

Service item created

Triggers when a new service item is created

Deposit added

Triggers when a new deposit is added

Purchase order created

Triggers when a new purchase order 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

Invoice updated

Triggers when the details of an existing invoice are updated

Bill created

Triggers when a bill is created

Customer updated

Triggers when any detail of an existing customer is updated

Payment received

Triggers when a payment is received

Account updated

Triggers when an account is updated

Invoice created

Triggers when a new invoice is created

Credit memo created

Triggers when a credit memo is created

Non-inventory item created

Triggers when a non-inventory item is created

Credit memo updated

Triggers when the details of an existing credit memo are updated

Sales receipt updated

Triggers when the details of an existing sales receipt are updated

Vendor updated

Triggers when the details of an existing vendor are updated

Estimate created

Triggers when a new estimate 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

Vendor created

Triggers when a new vendor is created

Estimate updated

Triggers when an estimate is updated

Sales receipt created

Triggers when a new sales receipt is created

Project created

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create sales receipt

Creates a new sales receipt

Create credit memo

Creates a new credit memo

Create transfer

Creates a new transfer

Create estimate

Creates a new estimate

Create account

Creates a new account

Create invoice

Creates a new invoice

Create vendor

Creates a new vendor

Create bill - Account based

Creates a new account-based bill

Create inventory item

Creates a new inventory item

Create deposit

Creates a new deposit

Create bill - Item based

Creates a new item-based bill

Create payment record

Creates a new payment record

Create non-inventory item

Creates a new non-inventory item

Create customer

Creates a new customer

Create service item

Creates a new service 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

Update item status

Updates the status of the specified item

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 estimate

Sends an existing estimate

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 account

Fetches an account by name

Fetch customer type

Fetches the details of a customer type by its name

Fetch vendor by name

Fetches the details of an existing vendor by name

Send invoice

Sends an invoice to the specified 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 category

Fetches the details of an existing category by name

Fetch item

Fetches the details of an existing item by name

Create project

Creates a new project

Add task to task list

Adds a task to a task list in the specified project and workspace

Create task

Creates a new task

Create message

Creates a message in the selected workspace

Create tag

Creates a new tag

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Fetch task

Fetches the details of an existing task

Fetch tag

Fetches the details of an existing tag

Fetch user

Fetches the details of an existing user

Remove tag from task

Removes an existing tag from the specified task

What is QuickBooks?

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

What is Taskworld?

Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.

Project Management

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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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