Automate QuickBooks Online Customers

Why Automate QuickBooks Online Customers?

Do you ever feel like you're spending too much time on accounting tasks and not enough time growing your business? Do you find yourself constantly adding things to your to-do list, but never getting them done? If so, you're not alone, you should consider using Integromat to automate QuickBooks Online customers.

Our team has worked extensively with clients to automate QuickBooks Online customers, estimates, purchase orders and more. Keep reading to learn how we can help you automate your QuickBooks customers.

Learn More Ways to Automate QuickBooks Online »

Automate QuickBooks Online with Integromat

Integromat is a tool that helps you to automate manual processes, without writing a single line of code. They refer to themselves as ‘the glue of the internet’, helping their customers to connect together cloud-based platforms like QuickBooks Online.

How does Integromat work?

To understand how Integromat works, you need to understand APIs.

An API (application program interface) is something that a software provider (like QuickBooks Online, WooCommerce, Shopify, etc.) provides so developers can access data within their applications.

For example, a developer writes code that detects all new QuickBooks Online orders via the QBO API, then subscribes those customers to a MailChimp newsletter via the MailChimp API.

Instead of needing the code, Integromat has turned these complicated APIs into simple blocks that can be connected with a simple drag-and-drop. Integromat calls these blocks ‘Modules’ and the visual connections between them ‘Scenarios’.

Once a scenario is running, Integromat processes your desired tasks 24/7/365.

Automate QuickBooks Online Customers

First, let's look at the different ways you can automate QuickBooks Online Customers with Integromat:

• Watch for Created Estimates
• Watch for Updated Estimates
• Watch for Deleted Estimates
• Create an Estimates
• Download an Estimates
• Delete an Estimates
• Get an Estimates
• Send an Estimates
• Update an Estimates
• Search for Estimates

Here are a Few Examples of Automating QuickBooks Customers with Integromat

Add New QuickBooks Customers to Zoho CRM as Contacts

In this example a new contact is created in Zoho CRM when a QuickBooks Customer is added to an invoice.

Create a QuickBooks Customers from a New Row in Google Sheets

In this example, a new QuickBooks customer is created each time a row is added to a Google Sheet

Create a QuickBooks Customer, Invoice, Payment and Sales Receipt from a Stripe Payment

Create a QuickBooks Customer and Invoice from a Shopify Order

This example shows how an invoice, customer and payment can be created in QuickBooks Online every time a paid Shopify order is received.