Cognito Forms + Microsoft Office 365 + QuickBooks Online Integrations
How to connect Cognito Forms + Microsoft Office 365 + QuickBooks Online
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With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Cognito Forms, Microsoft Office 365, and QuickBooks Online. And don’t forget that you can add more apps and actions to create complex workflows.
Entry DeletedTriggers when an entry is deleted.Trigger- New EntryTriggers when someone fills out your form.Trigger
- New OrderTriggers when an order is created.Trigger
- New PaymentTriggers when a payment is collected.Trigger
- New RefundTriggers when a refund is issued.Trigger
- Update EntryTriggers when someone updates an entry.Trigger
- Create EntryCreates a new entry.Action
- Update EntryUpdates an entry.Action
- Cognito Forms
Sets the availability of a form.
Scheduled
Action
- Cognito Forms
Gets an entry document.
Scheduled
Action
- Microsoft Office 365
Triggers at a specified time before an event in your calendar starts.
Scheduled
Trigger
- Microsoft Office 365
Triggers when a new event is created in your calendar.
Scheduled
Trigger
- Microsoft Office 365
Triggers when a new contact is added to your account
Scheduled
Trigger
- Microsoft Office 365
Triggers when a new e-mail is received in your inbox.
Scheduled
Trigger
- Microsoft Office 365
Triggers when an event is updated.
Scheduled
Trigger
- Microsoft Office 365
Create an event in the calendar of your choice.
Scheduled
Action
- Microsoft Office 365
Creates a new contact.
Scheduled
Action
- Microsoft Office 365
Creates a draft of an email that can then be reviewed and sent out.
Scheduled
Action
- Microsoft Office 365
Send an email from your Office 365 account.
Scheduled
Action
- Microsoft Office 365
Updates a contact.
Scheduled
Action
- Microsoft Office 365
Search for a contact.
Scheduled
Action
- Microsoft Office 365
this is the description.
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
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How Cognito Forms + Microsoft Office 365 + QuickBooks Online Integrations Work
- Step 1: Authenticate Cognito Forms, Microsoft Office 365, and QuickBooks Online.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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