Integrate QuickBooks with EngageBay
Send information between QuickBooks and EngageBay automatically, without writing any code, using Zoho Flow.
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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 650+ 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
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 created
Triggers when a new deal is created
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
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 deal
Creates a new deal
Create contact
Creates a new contact
Create company
Creates a new company
Create task
Creates a new task
Create event
Creates a new event
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.
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.
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Technical Engineer, Master Liveaboards
