Freshsales Suite + QuickBooks Online

Create tasks in Freshsales Suite for new due invoices in QuickBooks Online

Stay on top of your finances by setting up this workflow between QuickBooks Online and Freshsales Suite. Whenever there's a new Invoice Due in QuickBooks Online, it conveniently creates a task in Freshsales Suite for you to follow up. This way, you can ensure that all your invoices are paid promptly, keeping your accounting process streamlined and efficient.

Stay on top of your finances by setting up this workflow between QuickBooks Online and Freshsales Suite. Whenever there's a new Invoice Due in QuickBooks Online, it conveniently creates a task in Freshsales Suite for you to follow up. This way, you can ensure that all your invoices are paid promptly, keeping your accounting process streamlined and efficient.

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

    Triggers when an invoice becomes due within a specified number of days.

    TriggerPolling
  2. automatically do this!
    Freshsales SuiteFreshsales Suite
    Create Task

    Add a Task to the selected module

    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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freshsales-suite logo

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Related categories

  • CRM (Customer Relationship Management)

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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

Related categories

  • Accounting

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