Integrate QuickBooks with TeamWave

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

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Create a new task in TeamWave 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 add a new task to TeamWave 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 TeamWave.
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Create a new task in TeamWave when a order is created in QuickBooks

QuickBooks + TeamWave

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

Enable sales reps to view new orders through the creation of deals in your integrated business suite instantly. This integration will set up a new deal in TeamWave for every new order placed through 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 TeamWave.
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A new deal in TeamWave whenever a new order is created in QuickBooks

QuickBooks + TeamWave

Build your own integrations between QuickBooks and TeamWave

Connect QuickBooks and TeamWave with over 850+ 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 TeamWave 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

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 organization

Creates a new organization

Create event

Creates a new event

Create deal

Creates a new deal

Create task

Creates a new task

Create activity

Creates a new activity

Create project

Creates a new project

Create task list

Creates a new task list

Create milestone

Creates a new milestone

Create person

Creates a new person

Update person

Updates the details of an existing person

Update task

Updates the details of an existing task

Update deal

Updates the details of an existing deal

Update event

Update the details of an existing event

Update organization

Updates the details of an existing organization

What is QuickBooks?

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

What is TeamWave?

TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.

CRM HR 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.

Learn more >

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! 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 helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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