Integrate QuickBooks with Teamwork Projects
Send information between QuickBooks and Teamwork Projects automatically, without writing any code, using Zoho Flow.
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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
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in the selected task list in Teamwork Projects.
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
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
New person in project
Triggers when a new person is added in the selected project
New message
Triggers when a new message is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New project
Triggers when a new project is created
New person
Triggers when a new person is added
New task
Triggers when a new task is created 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
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 message
Creates a new message in the selected project
Create project
Creates a new project
Create time entry
Creates a new time entry in the selected project
Create task
Creates a new task in the selected task list
Create company
Creates a new company
Add person
Adds a new person
Create milestone
Creates a new milestone in the selected project
Fetch tag
Fetches the details of a tag by ID or name
Fetch project
Fetches the details of an existing 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 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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Learn more >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
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
