Integrate QuickBooks with EngageBay
Send information between QuickBooks and EngageBay automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in QuickBooks for every new deal created in your EngageBay
Automate the generation of estimates for new deals in your marketing, sales, support and CRM application to streamline sales and accounting processes. This flow will create an estimate in your QuickBooks when a new deal is created in EngageBay.
How it works
- The flow triggers when a new deal is created in EngageBay.
- Zoho Flow creates a new estimate in QuickBooks.
Create an estimate in QuickBooks for every new deal created in your EngageBay
EngageBay + QuickBooks
Create a new deal in EngageBay for every new order created in QuickBooks
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will create a new deal in EngageBay for every new order created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new deal in EngageBay.
Create a new deal in EngageBay for every new order created in QuickBooks
QuickBooks + EngageBay
Build your own integrations between QuickBooks and EngageBay
Connect QuickBooks and EngageBay with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate QuickBooks and EngageBay using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Non-inventory item created
Triggers when a non-inventory item is created
Service item updated
Triggers when any detail of an existing service item is updated
Customer updated
Triggers when any detail of an existing customer is updated
Invoice created
Triggers when a new invoice is created
Customer created
Triggers when a new customer is created
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
Bill created
Triggers when a bill is created
Service item created
Triggers when a new service item is created
Account created
Triggers when a new account is created
Estimate created
Triggers when a new estimate is created
Deposit added
Triggers when a new deposit is added
Payment received
Triggers when a payment is received
Credit memo updated
Triggers when the details of an existing credit memo are updated
Purchase order created
Triggers when a new purchase order is created
Invoice updated
Triggers when the details of an existing invoice are updated
Vendor created
Triggers when a new vendor is created
Account updated
Triggers when an account is updated
Inventory item created
Triggers when an inventory item is created
Sales receipt created
Triggers when a new sales receipt is created
Estimate updated
Triggers when an estimate is updated
Sales receipt updated
Triggers when the details of an existing sales receipt are updated
Credit memo created
Triggers when a credit memo is created
Inventory item updated
Triggers when any detail of an existing inventory item is updated
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create invoice
Creates a new invoice
Create vendor
Creates a new vendor
Create deposit
Creates a new deposit
Create sales receipt
Creates a new sales receipt
Create payment record
Creates a new payment record
Create bill - Account based
Creates a new account-based bill
Create account
Creates a new account
Create bill - Item based
Creates a new item-based bill
Create customer
Creates a new customer
Create inventory item
Creates a new inventory item
Create non-inventory item
Creates a new non-inventory item
Create estimate
Creates a new estimate
Create service item
Creates a new service item
Create credit memo
Creates a new credit memo
Create transfer
Creates a new transfer
Update item status
Updates the status of the specified item
Update estimate
Updates the estimate by ID
Update customer
Updates the details of an existing customer
Update account
Updates the details of an existing account using account ID
Update invoice
Updates the details of an invoice by ID
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
Fetch sales term
Fetches the details of a sales term based on its name
Send sales receipt
Sends an existing sales receipt to the specified email address
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 payment method
Fetches a payment method based on its name
Fetch customer by ID
Fetches the details of an existing customer by ID
Fetch location
Fetches the details of an existing location by name
Fetch transfer
Fetches the details of a transfer based on its ID
Fetch account
Fetches an account by name
Send invoice
Sends an invoice to the specified email address
Fetch customer by name or email
Fetches the details of an existing customer by name or email address
Send estimate
Sends an existing estimate
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Fetch invoice
Fetches the details of an existing invoice by number
Fetch category
Fetches the details of an existing category by name
Fetch item
Fetches the details of an existing item by name
Create task
Creates a new task
Create deal
Creates a new deal
Create event
Creates a new event
Create company
Creates a new company
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
Similar apps
What is EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
