Integrate QuickBooks with ActiveCampaign

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

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

Track new orders by creating deals and monitor their progress through predefined stages. This flow will set up a new deal in ActiveCampaign for each new order 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 deal in ActiveCampaign.
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A new deal in ActiveCampaign whenever a new order is created in QuickBooks

QuickBooks + ActiveCampaign

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Supported triggers and actions

Integrate QuickBooks and ActiveCampaign using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Account updated

Triggers when an account 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

Deposit added

Triggers when a new deposit is added

Estimate updated

Triggers when an estimate is updated

Inventory item created

Triggers when an inventory item is created

Inventory item updated

Triggers when any detail of an existing inventory item is updated

Payment received

Triggers when a payment is received

Customer updated

Triggers when any detail of an existing customer is updated

Sales receipt created

Triggers when a new sales receipt is created

Non-inventory item created

Triggers when a non-inventory item is created

Invoice created

Triggers when a new invoice is created

Customer created

Triggers when a new customer is created

Service item created

Triggers when a new service item is created

Bill created

Triggers when a bill is created

Service item updated

Triggers when any detail of an existing service item is updated

Account created

Triggers when a new account is created

Estimate created

Triggers when a new estimate is created

Invoice updated

Triggers when the details of an existing invoice are updated

Vendor created

Triggers when a new vendor is created

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

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

Deal updated

Triggers when the details of an existing deal are updated

Contact added to list

Triggers when a new contact is added to the selected list

Contact created

Triggers when a new contact is created

Contact tag added

Triggers when a tag is added to an existing contact

Deal created

Triggers when a new deal is created

Contact unsubscribed from campaign

Triggers when a contact unsubscribes as a result of a campaign email sent

Deal task created

Triggers when a new deal task is created

Campaign opened

Triggers when a contact opens a campaign message. This will run every time a subscriber opens an email.

Deal note created

Triggers when a new deal note is created

Campaign link clicked

Triggers when a contact clicks a link in a campaign message. This will only run once for each unique link.

Campaign starts sending

Triggers when a new campaign starts sending

Contact note created

Triggers when a new contact note is created

Contact updated

Triggers when the details of an existing contact are updated

All Actions - Actions are the automated tasks

Create customer

Creates a new customer

Create non-inventory item

Creates a new non-inventory item

Create credit memo

Creates a new credit memo

Create inventory item

Creates a new inventory item

Create bill - Account based

Creates a new account-based bill

Create vendor

Creates a new vendor

Create payment record

Creates a new payment record

Create account

Creates a new account

Create estimate

Creates a new estimate

Create transfer

Creates a new transfer

Create deposit

Creates a new deposit

Create service item

Creates a new service item

Create bill - Item based

Creates a new item-based bill

Create invoice

Creates a new invoice

Create sales receipt

Creates a new sales receipt

Update invoice

Updates the details of an invoice by ID

Update item status

Updates the status of the specified item

Update account

Updates the details of an existing account using account ID

Update estimate

Updates the estimate by ID

Update customer

Updates the details of an existing customer

Fetch customer by name or email

Fetches the details of an existing customer by name or email address

Fetch customer by ID

Fetches the details of an existing customer by ID

Fetch account

Fetches an account by name

Send estimate

Sends an existing estimate

Fetch vendor by name

Fetches the details of an existing vendor by name

Fetch customer type

Fetches the details of a customer type by its name

Fetch deposit

Fetches the details of an existing deposit by its ID

Fetch item by SKU

Fetches the details of an existing item using SKU

Send invoice

Sends an invoice to the specified email address

Fetch invoice

Fetches the details of an existing invoice by number

Fetch vendor by ID

Fetches the details of an existing vendor by ID

Fetch location

Fetches the details of an existing location by name

Send sales receipt

Sends an existing sales receipt to the specified email address

Fetch payment method

Fetches a payment method based on its name

Fetch transfer

Fetches the details of a transfer based on its ID

Fetch sales term

Fetches the details of a sales term based on its name

Fetch category

Fetches the details of an existing category by name

Fetch item

Fetches the details of an existing item by name

Create tracked event

Creates a custom website or application event

Add tag to contact

Adds a tag to an existing contact

Create deal

Creates a new deal

Add note to deal

Adds notes to the selected deal

Create campaign

Creates and sends a new campaign

Create contact

Creates a new contact

Create contact note

Creates a note for the specified contact

Add contact to automation

Adds a contact into an automation. If unavailable, a contact will be created and added

Update contact

Updates an existing contact's details

Update deal

Updates an existing deal

Fetch contact

Fetches a contact by email address

Search tag

Searches for an existing tag using name

Fetch automation

Fetches the details of an automation by name

Fetch user

Fetches a user by email address

Fetch deal

Fetches an existing deal by title

What is QuickBooks?

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

What is ActiveCampaign?

ActiveCampaign is a marketing platform that helps you send campaigns, design newsletters, automate channels, and close deals faster. You can segment emails, add dynamic data, perform split testing, and manage your text-messaging marketing.

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

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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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