COR + QuickBooks Online
Create COR clients from new QuickBooks Online customers
Effortlessly manage your new customer data with this seamless workflow between QuickBooks Online and COR. When a new customer is added in QuickBooks Online, this automation creates a client in COR, ensuring all your information stays up-to-date and easily accessible. Save time, reduce manual data entry, and keep your records accurate with this handy integration.
Effortlessly manage your new customer data with this seamless workflow between QuickBooks Online and COR. When a new customer is added in QuickBooks Online, this automation creates a client in COR, ensuring all your information stays up-to-date and easily accessible. Save time, reduce manual data entry, and keep your records accurate with this handy integration.
- When this happens...
New CustomerTriggered when you add a new customer.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ClientTriggers when a new Client is created.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggered when you add a new account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Customer
Triggered when you add a new customer.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Expense
Triggers when a new expense is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggered when you add a new invoice (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Payment
Triggered when a payment is received (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Receipt
Triggered when a new sales receipt is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Vendor
Triggered when a new vendor is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planVendorRequired
Terms
Transaction Date
Due Date
Bill Number
Department
Currency
Global Tax Calculation
Description
AmountRequired
Billable?
Customer
Class
AccountRequired
Tax Code
AP Account
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Email
Send Later?
Billing Address
Credit Memo Date
Credit Memo Number
Class
AmountRequired
Service Date
Product/Service
Description
Quantity
Rate
Tax
Class
Message Displayed On Credit Memo
Memo
Apply Tax After Discount?
Discount Value
Discount Percent
Sales Tax Rate
Shipping Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Number
Line AmountRequired
Line Description
Line Item/Product
Line Item Quantity
Line Item Tax Code
Line Item Service Date
Rate
Expiration Date
Message displayed on estimate
Billing Address
Shipping Address
Shipping amount
Bill Email
Send later
Discount Value
Discount Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
NameRequired
Description On Sales Forms
Sales Price/Rate
Description On Purchase Forms
Cost
SKU
Category
Is Taxable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Email
Cc
Bcc
Send Later?
Billing Address
Shipping Address
Terms
Invoice Date
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
AmountRequired
Tax
Class
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Tax Calculation
Apply Tax After Discount?
Discount Value
Discount Percent
Shipping Tax
Shipping
Deposit
Class
Department
Location
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Total AmountRequired
Unapplied Amount
Transaction Date
Payment Method
Payment Reference Number
Deposit To Account
Line Amount
Memo
Line Linked Invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Refund FromRequired
Customer
Email
Billing Address
Refund Receipt Date
Refund Receipt Number
Transaction Class
Payment Method
Check Number
Print Later?
Product/ServiceRequired
AmountRequired
Service Date
Description
Quantity
Rate
Tax
Class
Message Displayed On Refund Receipt
Memo
Apply Tax After Discount?
Discount Value
Discount Percent
Sales Tax Rate
Shipping
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales ReceiptRequired
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Company
Email
Title
First name
Middle name
Last name
Suffix
Display name as
Phone
Mobile
Fax
Other
Website
Print On Check As
Notes
Billing Address - Street
Billing Address - City/Town
Billing Address - State/Province
Billing Address - ZIP code
Billing Address - Country
Shipping Address - Street
Shipping Address - City/Town
Shipping Address - State/Province
Shipping Address - ZIP code
Shipping Address - Country
Exemption Details
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
PhoneRequired
Email
Website
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
PhoneRequired
Email
Website
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Create Client
Triggers when a new Client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Invoice
Triggers when a new Invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Project
Triggers when a new Project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create User
Triggers when a new User is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Client
Triggers when a new Client is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Product
Triggers when a new Product is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete User
Triggers when a new User is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project
Triggers when a new Project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update User
Triggers when a new User is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Client IDRequired
Description
Work Order
FrequencyRequired
EstimateRequired
StatusRequired
Estimated Time
StartRequired
End
Currency ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SourceRequired
Invoice External IDRequired
Client External IDRequired
DateRequired
Invoice Number
TotalRequired
CurrencyRequired
Item Number
Item Amount
Item Description
Item Tax Percent
Vendor
External Tax Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice External IDRequired
Client External IDRequired
DateRequired
Invoice Number
TotalRequired
CurrencyRequired
Item NumberRequired
Item AmountRequired
Item Description
Item Tax Percent
Vendor
External Tax Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source
Client IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source
Project IDRequired
Project Name
Client ID
Description/Brief
Deadline
Estimated Time
Project Template
Brand ID
Product ID
Work Order
Fee Id
Quotation
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Title
Project ID
Description
Priority
Deadline
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Bill
Triggers when a new bill is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Estimate
Triggered when you add a new estimate.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggered when you add a new invoice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Receipt
Triggered when a new sales receipt is added (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Purchase Order
Triggers when a new purchase order is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Customer
Triggered when an existing customer is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planVendorRequired
Bill Number
Line Item
Line Description
AmountRequired
Qty
Unit Price
Line Class
AP Account
Customer
Due Date
Transaction Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Terms
Transaction Date
Due Date
Bill Number
Department
Global Tax Calculation
Product/Service
Description
Qty
Rate
AmountRequired
Billable?
Customer
Line Class
Tax Code
AP Account
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Display Name
Title
First Name
Last Name
Company
Email
Phone
Mobile
Fax
Website
GST Registration Type
GSTIN
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Notes
Currency
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred Payment Method
Preferred Delivery Method
Terms
Customer Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payee TypeRequired
Payment TypeRequired
Bank/Credit AccountRequired
Payment Date
Payment Method
Reference Number
Print Later?
Account
Description
Amount
Billable Status
Tax Code
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Billable Status
Tax Code
Customer
Class
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Journal Date
Journal Number
AccountRequired
Debit AmountRequired
Description
Customer Name
Vendor Name
Employee Name
Department
Class
AccountRequired
Credit AmountRequired
Description
Customer Name
Vendor Name
Employee Name
Department
Class
Memo
Currency
Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line AmountRequired
Service Date
Line Description
Product/Service
Line Item Quantity
Line Item Unit Price
Line Item Tax Code
Line Item Class
Transaction Date
Total Discount
Payment Method
Payment Reference Number
Deposit To Account
Sales Receipt Number
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Currency
Exchange Rate
Class
Tax Code
Total Tax
Tax Calculation
Shipping Tax
Shipping Cost
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Purchase Order Status
Mailing Address
Shipping Address
Purchase Order Date
Ship Via
Purchase Order Number
Account
Description
Amount
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Customer
Class
Your Message to Vendor
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Activity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
Customer
Email
Cc
Bcc
Send Later?
Billing Address
Shipping Address
Terms
Invoice Date
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
Amount
Tax
Class
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Tax Calculation
Apply Tax After Discount?
Discount Value
Discount Percent
Shipping Tax
Shipping
Deposit
Class
Department
Location
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Full NameRequired
Display Name
Title
First Name
Last Name
Company
Email
Phone
Mobile
Fax
Website
GST Registration Type
GSTIN
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Notes
Currency
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred Payment Method
Preferred Delivery Method
Terms
Customer Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCreate Brand
Triggers when a new Brand is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Hour
Triggers when a new Hour is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Product
Triggers when a new Product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Task
Triggers when a new Task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Brand
Triggers when a new Brand is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Hour
Triggers when a new Hour is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Project
Triggers when a new Project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Client
Triggers when a new Client is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Task
Triggers when a new Task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Source
Id
Client NameRequired
Business Name
Contact name
Contact Last Name
Contact Email
Website
Description
Phone
Status
Address
City
State
Zip Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StartRequired
StopRequired
TaskIDRequired
UserIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source
Id
Project NameRequired
Client IDRequired
Description/Brief
Deadline
Estimated Time
Project Template
Brand ID
Product ID
Work Order
Fee Id
Quotation
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project IDRequired
Description
Priority
Deadline
Collaborators
Estimated
Datetime
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hour IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source
Client IdRequired
Client Name
Business Name
Contact name
Contact Last Name
Contact Email
Website
Description
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense External IDRequired
Date
Expense Number
Total
Currency
Item Client External ID
Item Client Name
Item Number
Item Amount
Item Description
Item Tax Percent
Vendor
External Tax Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About COR
COR is the all-in-one management solution for creative agencies that automate timesheets, through AI, to predict profitability, reduce work overload and improve client engagements.
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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.
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