Integrate QuickBooks with Forecast

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Create a new task in Forecast when a new order is created in QuickBooks

Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Forecast 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 Forecast.
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Create a new task in Forecast when a new order is created in QuickBooks

QuickBooks + Forecast

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Supported triggers and actions

Integrate QuickBooks and Forecast 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

New sprint

Triggers when a new sprint is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New client

Triggers when a new client is created

New task

Triggers when a new card is created in the selected project

New subtask

Triggers when a new subtask 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 time entry

Triggers when a new time entry is created in the selected project

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 sprint

Creates a new sprint in the selected project

Create milestone

Creates a new milestone in the selected project

Create label

Creates a new label

Create project

Creates a new project

Create time registration

Creates a new time registration

Create client

Creates a new client

Create task

Creates a new task

Create subtask

Creates a new sub task/to-do

Add person

Adds a new person

Fetch label

Fetches an existing label by name

What is QuickBooks?

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

What is Forecast?

Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.

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.

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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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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. 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

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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