Lookup and update HL Pro Tools contacts for new QuickBooks Online payments
Find yourself spending too much time manually changing contact information in HighLevel after an action is taken? This Zapier automation takes care of the tedious work for you. Set up this integration, and whenever you receive a new QuickBooks Online payment, a contact in the selected HighLevel location will be updated automatically. You'll also be able to launch additional automations. Save yourself time for more important work by using this automation instead of manually updating contact info.
Find yourself spending too much time manually changing contact information in HighLevel after an action is taken? This Zapier automation takes care of the tedious work for you. Set up this integration, and whenever you receive a new QuickBooks Online payment, a contact in the selected HighLevel location will be updated automatically. You'll also be able to launch additional automations. Save yourself time for more important work by using this automation instead of manually updating contact info.
- When this happens...New Payment
Triggered when a payment is received (with line item support).
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this...Lookup Contact
Lookup Contacts in the database at HighLevel based on available search filters
ActionSearchFind existing data in your app - then do this!Update Contact
Updates the details of selected contact
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 foundSelect LocationRequired
Campaign IDRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
First Name
Last Name
Full Name
Email Address
Gender
Phone
Date of Birth
Address1
City
State
Postal Code
Website
Tags
Source
Company Name
Country
Contact Timezone
DND?
Contact Notes
Call Status
Call message
Call Code
Email Status
Email Message
Email Code
SMS status
SMS message
SMS Code
WhatsApp Status
WhatsApp Message
WhatsApp Code
GMB Status
GMB Message
GMB Code
FB Status
FB Message
FB Code
All Status
All Message
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email AddressRequired
Backup Email Address
Password
Phone
User TypeRequired
User RoleRequired
Select LocationsRequired
Campaigns Enabled?
Campaigns Read Only?
Contacts Enabled?
Workflows Enabled?
Workflows ReadOnly?
Triggers Enabled?
Funnels Enabled?
Websites Enabled?
Opportunities Enabled?
Conversations Enabled?
Dashboard Stats Enabled?
Bulk Requests Enabled?
Appointments Enabled?
Reviews Enabled?
Online Listings Enabled?
Call Reporting?
Assigned Data Only?
Adwords Reporting Enabled?
Membership Enabled?
Facebook Ads Reporting Enabled?
Attributions Reporting Enabled?
Settings Enabled?
Tags Enabled?
Lead Value Enabled?
Marketing Enabled?
Agent Reporting Enabled?
Bot Service?
Social Planner?
Blogging Enabled?
Invoice Enabled?
Affiliate Manager Enabled?
Content AI Enabled?
Refunds Enabled?
Record Payment Enabled?
Cancel Subscription Enabled?
Payments Enabled?
Profile Photo URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Event IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Event IDRequired
Calendar ID
Start Time
End Time
Title
Appointment Status
Address
Ignore Date Range
To Notify?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Contact IDRequired
First Name
Last Name
Full Name
Email Address
Phone
Date of Birth
Address1
City
State
Postal Code
Website
Tags
Source
Company Name
Country
Contact Timezone
DND?
Contact Notes
Call Status
Call message
Call Code
Email Status
Email Message
Email Code
SMS status
SMS message
SMS Code
WhatsApp Status
WhatsApp Message
WhatsApp Code
GMB Status
GMB Message
GMB Code
FB Status
FB Message
FB Code
All Status
All Message
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Customer IDRequired
Subscription IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Contact ID
Contact Email
Workflow NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Group ID
Show Drafted?
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect LocationRequired
Contact ID
Contact Query
ActionThis is an event a Zap performs.SearchFind existing data in your appLocation ID
Location Name
Location Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your appUser ID
Email Address
ActionThis is an event a Zap performs.SearchFind existing data 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 foundUse Zapier Catch Webhook
Generates a Webhook URL to send data to Zapier from Highlevel, so that the data can be used for various other available actions in the integration.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select LocationRequired
Calendar IDRequired
Contact IDRequired
Start TimeRequired
End Time
Title
Appointment Status
Assigned User ID
Address
Ignore Date Range
To Notify?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Business NameRequired
PhoneRequired
AddressRequired
CityRequired
StateRequired
CountryRequired
Postal CodeRequired
Website
Timezone
First NameRequired
Last NameRequired
EmailRequired
Allow Duplicate Contact
Allow Duplicate Opportunity
Allow Facebook Name Merge
Disable Contact Timezone
Facebook Url
Google Plus URL
LinkedIn
Foursquare URL
Twitter
Yelp
Instagram
Youtube
Pinterest
Blog Rss URL
Google Place Id
Twilio sid
Twilio AuthToken
Mailgun API Key
Mailgun Domain
Snapshot id
Custom Values
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select Existing LocationRequired
Stripe Account IDRequired
NameRequired
EmailRequired
Stripe Customer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select Existing LocationRequired
Business Name
Phone
Address
City
State
Country
Postal Code
Website
Timezone
First Name
Last Name
Email
Allow Duplicate Contact
Allow Duplicate Opportunity
Allow Facebook Name Merge
Disable Contact Timezone
Facebook Url
Google Plus URL
LinkedIn
Foursquare URL
Twitter
Yelp
Instagram
Youtube
Pinterest
Blog Rss URL
Google Place Id
Twilio sid
Twilio AuthToken
Mailgun API Key
Mailgun Domain
Snapshot id
Snapshot override
Custom Values
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select UserRequired
First Name
Last Name
Email Address
Password
Phone
User Type
User Role
Select Locations
Campaigns Enabled?
Campaigns Read Only?
Contacts Enabled?
Workflows Enabled?
Workflows ReadOnly?
Triggers Enabled?
Funnels Enabled?
Websites Enabled?
Opportunities Enabled?
Dashboard Stats Enabled?
Bulk Requests Enabled?
Appointments Enabled?
Reviews Enabled?
Online Listings Enabled?
Call Reporting?
Assigned Data Only?
Adwords Reporting Enabled?
Membership Enabled?
Conversations Enabled?
Facebook Ads Reporting Enabled?
Attributions Reporting Enabled?
Settings Enabled?
Tags Enabled?
Lead Value Enabled?
Marketing Enabled?
Agent Reporting Enabled?
Bot Service?
Social Planner?
Blogging Enabled?
Invoice Enabled?
Affiliate Manager Enabled?
Content AI Enabled?
Refunds Enabled?
Record Payment Enabled?
Cancel Subscription Enabled?
Payments Enabled?
Profile Photo URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select LocationRequired
Calendar IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect LocationRequired
Start TimeRequired
End TimeRequired
Calendar ID
Group ID
User ID
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect Existing LocationRequired
Custom Value NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer ID
Subscription ID
ActionThis is an event a Zap performs.SearchFind existing data in your app