The GoCanvas platform provides a single solution for all of your "paperwork" needs. QuickBooks Online handles your accounting needs including invoicing capabilities. With Zapier you can pull data out of your GoCanvas submissions and pass it to QuickBooks Online so an invoice can be generated. GoCanvas's "loop/list" screens are supported via Zapier's "Line Item" functionality so all items sold can be pushed to QuickBooks, too.
Note: This will not create invoices from completed submissions, only new submissions made after turning this Zap on.
How It Works
- You have a new GoCanvas submission for GoCanvas App
- Zapier creates a QuickBooks Online invoice
What You Need
- GoCanvas account
- QuickBooks Online account
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Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
Deletes an existing Dispatch. You must know the "Description" of the Dispatch you want to delete.
Triggered when a payment is received (with line item support).
Creates a GoCanvas Dispatch. Make sure Dispatch is enabled for your GoCanvas App.
Triggered when a new vendor is added.
Adds a new customer.
Triggered when you add a new estimate.
Adds a new sales receipt (with line item support).
Triggered when you add a new customer.
Adds a new invoice (with line item support).