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  • QuickBooks Online logoQuickBooks Online logo

Act! + QuickBooks Online Integrations

How to connect Act! + QuickBooks Online

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  • Act! triggers, actions, and search
    Auth Test
    Tests authentication by getting 1 contact.
    Trigger
    Scheduled
  • Act! triggers, actions, and search
    New Contact
    Triggers when a new contact is created.
    Trigger
    Scheduled
  • Act! triggers, actions, and search
    New Opportunity
    Triggers when a new opportunity is created.
    Trigger
    Scheduled
  • Act! triggers, actions, and search
    Add Activity
    Adds an activity to a contact.
    Action
    Write
  • Act! triggers, actions, and search
    Add Note
    Adds a note to a contact.
    Action
    Write
  • Act! triggers, actions, and search
    Add Opportunity
    Creates a new opportunity.
    Action
    Write
  • Act! triggers, actions, and search
    Add Contact
    Creates a new contact.
    Action
    Write
  • Act! triggers, actions, and search
    Add History
    Adds a history to a contact.
    Action
    Write
  • Act!

    Creates a new group.

    Scheduled

    Action

  • Act!

    Updates a new contact.

    Scheduled

    Action

  • Act!

    Finds or creates a contact.

    Scheduled

    Action

  • Act!

    Looks up groups in Act!

    Scheduled

    Action

  • Act!

    Find or Update or Create Contact

    Scheduled

    Action

  • Act!

    Find or Create Contact

    Scheduled

    Action

  • Act!

    Find or Create Contact

    Scheduled

    Action

  • Act!

    Looks up groups in Act!

    Scheduled

    Action

  • QuickBooks Online

    Triggered when you add a new account.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggers when a new bill is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when you add a new customer.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when you add a new estimate.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggers when a new expense is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when you add a new invoice.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when you add a new invoice (with line item support).

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when a new sales receipt is added (with line item support).

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when a payment is received (with line item support).

    Scheduled

    Trigger

  • QuickBooks Online

    Triggers when a new purchase order is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when a new sales receipt is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when an existing customer is updated.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when a new vendor is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Create a new bill, optionally tied to a customer.

    Scheduled

    Action

  • QuickBooks Online

    Create a new bill, optionally tied to a customer (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Create a new bill, optionally tied to a customer (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Creates a new credit memo.

    Scheduled

    Action

  • QuickBooks Online

    Adds a new customer.

    Scheduled

    Action

  • QuickBooks Online

    Create a new estimate (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Creates a new expense using check, cash, or credit card.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new product or service.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new journal entry.

    Scheduled

    Action

  • QuickBooks Online

    Adds a new invoice (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Adds a new sales receipt (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Creates a new payment, optionally linked to an invoice.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new purchase order.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new refund receipt.

    Scheduled

    Action

  • QuickBooks Online

    Send an existing invoice.

    Scheduled

    Action

  • QuickBooks Online

    Send an existing sales receipt.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new single time activity.

    Scheduled

    Action

  • QuickBooks Online

    Updates an existing customer.

    Scheduled

    Action

  • QuickBooks Online

    Updates an existing invoice (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Adds a new vendor.

    Scheduled

    Action

  • QuickBooks Online

    Find an account by name.

    Scheduled

    Action

  • QuickBooks Online

    Find a customer by name or email address.

    Scheduled

    Action

  • QuickBooks Online

    Find an invoice by number.

    Scheduled

    Action

  • QuickBooks Online

    Find a product by name (with line item support)

    Scheduled

    Action

  • QuickBooks Online

    Find a vendor by name.

    Scheduled

    Action

  • QuickBooks Online

    Finds or creates a specific customer v2.

    Scheduled

    Action

  • QuickBooks Online

    Finds or creates a specific vendor.

    Scheduled

    Action

How Act! + QuickBooks Online Integrations Work

  1. Step 1: Authenticate Act! and QuickBooks Online.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
act-premium logo
act-premium logo

About Act!

Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.
quickbooks logo
quickbooks logo

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
Learn more

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