Capsule CRM + QuickBooks Online

Create tasks in Capsule CRM for new invoices in QuickBooks Online

Stay organized and efficient with this seamless workflow between QuickBooks Online and Capsule CRM. Whenever a new invoice is created in QuickBooks Online, a corresponding task will be added in Capsule CRM, making it easy to track and manage invoicing-related tasks. Keep your team updated and ensure timely follow-ups for improved client relations and payment management.

Stay organized and efficient with this seamless workflow between QuickBooks Online and Capsule CRM. Whenever a new invoice is created in QuickBooks Online, a corresponding task will be added in Capsule CRM, making it easy to track and manage invoicing-related tasks. Keep your team updated and ensure timely follow-ups for improved client relations and payment management.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Invoice

    Triggers when you add a new invoice.

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Task

    Creates a new Task.

    ActionWrite
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Supported triggers and actions

  • QuickBooks Online triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Polling
    Try It
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About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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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

Related categories

  • Accounting

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