Integrate QuickBooks with Livespace

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

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Generate an estimate within your QuickBooks automatically, When a new deal is created in Livespace

Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your QuickBooks when a new deal is created in Livespace.

How it works
  1. The flow triggers when a new deal is created in Livespace.
  2. Zoho Flow creates a new estimate in QuickBooks.
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Generate an estimate within your QuickBooks automatically, When a new deal is created in Livespace

Livespace + QuickBooks

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

Create deals for new orders to keep your sales team informed and follow up promptly. This flow will set up a new deal in Livespace 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 Livespace.
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A new deal in Livespace whenever a new order is created in QuickBooks

QuickBooks + Livespace

Build your own integrations between QuickBooks and Livespace

Connect QuickBooks and Livespace 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 Livespace 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

Person created

Triggers when a new person is created

Deal created

Triggers when a new deal 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 company

Creates a new company

Add person note

Adds a note to the specified person

Add deal note

Adds a note to the specified deal

Add company note

Adds a note to the specified company

Create task

Creates a new task

Create person

Creates a new person

Update deal

Updates the details of an existing deal

Update person

Updates the details of an existing person

Update company

Updates the details of an existing company

Fetch company

Fetches the details of an existing company

Fetch deal

Fetches the details of an existing deal

Fetch person

Fetches the details of an existing person

What is QuickBooks?

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

What is Livespace?

Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.

CRM

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.

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

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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

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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

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Technical Engineer, Master Liveaboards

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