Find customers and create sales receipts in QuickBooks Online for new DonorDock gifts
Whenever your organization receives a new gift in DonorDock, this integration will search for them in QuickBooks Online. If they're not found, a customer will be created. Then, a sales receipt will be created for the gift automatically. This template can be completely customized to fit your organization's specific needs.
Whenever your organization receives a new gift in DonorDock, this integration will search for them in QuickBooks Online. If they're not found, a customer will be created. Then, a sales receipt will be created for the gift automatically. This template can be completely customized to fit your organization's specific needs.
- New Badge Added to ContactTriggers when a new badge is added to a contact record.Trigger
- Gift Batch ClosedTriggered when a gift batch is closed in DonorDock.Trigger
- Contact Added to Marketing ListTriggers when a contact is added to a marketing list.Trigger
- New Activity CreatedTriggers when a new activity is created in DonorDock.Trigger
- New Appeal CreatedTriggers when a new appeal is created.Trigger
- New Campaign CreatedTriggers when a new campaign is created.Trigger
- New Contact CreatedTriggers when a new contact is added to DonorDock.Trigger
- New Fund CreatedTriggers when a new fund is created.Trigger
- DonorDock
Triggers when a new gift is created.
Scheduled
Trigger
- DonorDock
Adds a badge to a contact.
Scheduled
Action
- DonorDock
Creates a new activity.
Scheduled
Action
- DonorDock
Creates a new Appeal.
Scheduled
Action
- DonorDock
Creates a new campaign in DonorDock.
Scheduled
Action
- DonorDock
Creates a new Contact in DonorDock.
Scheduled
Action
- DonorDock
Creates a new fund in DonorDock.
Scheduled
Action
- DonorDock
Creates a new Gift in DonorDock.
Scheduled
Action
- DonorDock
Adds the contact to a specified marketing list.
Scheduled
Action
- DonorDock
Send a template-based email through the DonorDock email system.
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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Related categories
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