Kanban Tool + QuickBooks Online

Kanban Tool + QuickBooks Online integrations

Create tasks in Kanban Tool for new customers in QuickBooks Online

Streamline your customer management process with this efficient workflow that connects QuickBooks Online and Kanban Tool. Whenever a new customer is added in QuickBooks Online, a task will be created in Kanban Tool, keeping your team organized and up-to-date on their responsibilities. This automation ensures a seamless transition between customer onboarding and task management, allowing you to focus on building strong customer relationships.

When this happens...
Updated CustomerTriggers when an existing customer is updated.
TriggerInstant
automatically do this!
Create TaskCreates a new task on a specific board.
ActionWrite

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More things you can do with QuickBooks Online and Kanban Tool

Discover other triggers and actions you can use with QuickBooks Online and Kanban Tool

New Account
Triggers when you add a new account.
Trigger
Instant
Try It
New Bill
Triggers when a new bill is added.
Trigger
Instant
Try It
Estimate Emailed
Triggers when an estimate is emailed.
Trigger
Instant
Try It
New Expense
Triggers when a new expense is added.
Trigger
Instant
Try It
Invoice Emailed
Triggers when an invoice is emailed.
Trigger
Instant
Try It

New Bill Payment
Triggers when a new bill paid.
Trigger
Instant
Try It
New Deposit
Triggers when a there is a new deposit.
Trigger
Instant
Try It

New Paid Invoice
Triggers when the balance of an invoice becomes zero.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Time Entry
Triggers when a new time entry is created.
Trigger
Instant
Try It
New Purchase Order
Triggers when a new purchase order is added.
Trigger
Instant
Try It
New Supplier Credit
Triggers when a new supplier credit is created.
Trigger
Instant
Try It
Updated Credit Memo
Triggers when a credit memo is updated.
Trigger
Instant
Try It
Updated Estimate
Triggers when an existed estimate is updated.
Trigger
Instant
Try It
New Vendor
Triggers when a new vendor is added.
Trigger
Instant
Try It
- Vendor
  Required
- Bill Number
- Line_item
- Line_description
- Amount
  Required
- Qty
- Unit Price
- Line_class
- AP Account
- Customer
- Due_date
- Transaction Date
Action
Write
- Vendor
  Required
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Global_tax_calculation
- Product/Service
- Description
- Qty
- Rate
- Amount
  Required
- Billable?
- Customer
- Line_class
- Tax_code
- AP Account
- Memo
Action
Write
- Primary Email Address
- Given Name
  Required
- Family Name
  Required
- Middle Name
- Employee Phone Number
- Birth Date
- Billable Time
- Active
- Release Date
- Cost Rate
- Employee Mobile
- Gender
- Hired Date
- Organization
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Address Line 5
Action
Write
- Full Name
  Required
- Display_name
- Title
- First Name
- Middle name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Other
- Website
- Active
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Notes
- Currency
- Taxable
- Tax_code
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred_payment_method
- Preferred_delivery_method
- Terms
- Customer_type
Action
Write
- Payee_type
  Required
- Payment_type
  Required
- Bank/Credit Account
  Required
- 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
- Tax_code
- Total_tax
- Tax_calculation
- Department
- Location
- Currency
- Exchange Rate
Action
Write
- Journal Date
- Journal_number
- Auto Generate Journal Entry Number
- Account
  Required
- Debit_amount
  Required
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Account
  Required
- Credit_amount
  Required
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Memo
- Currency
- Exchange_rate
Action
Write
- Info
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Note
- Message
- Line_amount
  Required
- 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
- Auto Generate Sales Receipt Number
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- 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
Action
Write
- Vendor
  Required
- Purchase Order Status
- Mailing_address
- Shipping_address
- Purchase Order Date
- Ship Via
- Purchase Order Number
- PO Email
- Account
- Description
- Amount
- Customer
- Class
- Product/Service
  Required
- Description
- Quantity
  Required
- Rate
- Amount
  Required
- Customer
- Class
- Your Message to Vendor
- Memo
Action
Write
- Estimate Id
  Required
Action
Write
- Sales_receipt
  Required
- Email
Action
Write
- Bill ID
  Required
- Vendor
- AP Account
- Transaction Date
- Due Date
- Line ID
- Amount
- Description
- Account
- Customer
- Class
- Tax Code
- Billable Status
- Currency
- Exchange Rate
- Private Note
- Global Tax Calculation
- Total Amount
- Sales Terms
- Department
- Document Number
- Include in Annual TPAR
Action
Write
- Estimate ID
  Required
- Customer
- Transaction Date
- Shipping Date
- Detail Type
- Amount
- Description
- Item
- Unit Price
- Quantity
- Tax Code
- Discount Percent
- Print Status
- Email Status
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State/Province
- Shipping Address Postal Code
- Shipping Address Country
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address State/Province
- Billing Address Postal Code
- Billing Address Country
- Class
- Sales Terms
- Shipping Method
- Tracking Number
- Document Number
- Accepted By
- Accepted Date
- Exchange Rate
- Department
- Apply Tax After Discount
- Private Note
- Customer Memo
- Expiration Date
- Transaction Status
Action
Write
- Item
  Required
- Name
- Type
- SKU
- Sales Tax Included
- Sales Tax Code
- Class
- Source
- Purchase Tax Included
- Description
- Sub Item
- Taxable
- Purchase Description
- Active
- Purchase Cost
- Unit Price
Action
Write
- Sales Receipt ID
  Required
- Customer
- Transaction Date
- Shipping Date
- Info
- Detail Type
- Amount
- Description
- Item
- Unit Price
- Quantity
- Discount Percent
- Total Amount
- Print Status
- Email Status
- Payment Reference Number
- Deposit To Account
- Payment Method
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State/Province
- Shipping Address Postal Code
- Shipping Address Country
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address State/Province
- Billing Address Postal Code
- Billing Address Country
- Tracking Number
- Class
- Department
- Private Note
- Customer Memo
Action
Write
- Full Name
  Required
- Phone
- Email
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Company__name
- Vendor__1099
Action
Write
- Invoice ID
Action
Write
- Account Name
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search
- Info
- ID
- Name
Action
Search
- Info
- ID
- Display Name
Action
Search
- Info
- Product Name
- SKU
Action
Search
- Search By
  Required
Action
Search
- Info
- Product Name
- SKU
Action
Search
- Search Field
  Required
- Search Value
  Required
- Full Name
  Required
- Display_name
- Title
- First Name
- Middle name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Other
- Website
- Active
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Notes
- Currency
- Taxable
- Tax_code
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred_payment_method
- Preferred_delivery_method
- Terms
- Customer_type
Action
Search or write
- Search By
  Required
- Info
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Note
- Message
- Line_amount
  Required
- 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
- Auto Generate Sales Receipt Number
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- 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
Action
Search or write
- Full Name
  Required
- Phone
- Email
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Company__name
- Vendor__1099
Action
Search or write
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board
  Required
Trigger
Polling
Try It
- Board
  Required
- Swimlane
- Workflow stage
Trigger
Polling
Try It
- Board
  Required
- Swimlane
- Workflow stage
- Card type
Trigger
Polling
Try It
- Board
  Required
- Swimlane
- Workflow stage
Trigger
Polling
Try It
- Board
  Required
- Swimlane
- Workflow stage
Trigger
Polling
Try It
- Board
  Required
- Task
  Required
- Checklist item
  Required
Action
Write
- Board
  Required
- Task
  Required
- Comment content
  Required
Action
Write
- Board
  Required
- Task
  Required
- Checklist item
  Required
Action
Write
- Board
  Required
- Task
  Required
- Direction
- Swimlane
- Workflow stage
Action
Write
- Name
- Board
  Required
- Task
  Required
- Card type
- Assigned User
Action
Write
- Board
  Required
- Task
  Required
Action
Search

New Bank Transaction
Triggers when a new bank transaction is created.
Trigger
Instant
Try It
New Customer
Triggers when you add a new customer.
Trigger
Instant
Try It
New Estimate
Triggers when you add a new estimate.
Trigger
Instant
Try It
- Days
  Required
Trigger
Polling
Try It
New Invoice
Triggers when you add a new invoice.
Trigger
Instant
Try It
New Credit Memo
Triggers when a new credit memo is created.
Trigger
Instant
Try It
New Journal Entry
Triggers when a new journal entry is created.
Trigger
Instant
Try It
New Product
Triggers when a new product is created.
Trigger
Instant
Try It
New Refund Receipt
Triggers when there is a new refund receipt.
Trigger
Instant
Try It
New Payment
Triggers when a payment is received (with line item support).
Trigger
Instant
Try It
New Sales Receipt
Triggers when a new sales receipt is added.
Trigger
Instant
Try It
Updated Bill
Triggers when a bill is updated.
Trigger
Instant
Try It
Updated Customer
Triggers when an existing customer is updated.
Trigger
Instant
Try It
Updated Invoice
Triggers when an invoice is updated.
Trigger
Instant
Try It
- Attachment Type
  Required
Action
Write
- Vendor
  Required
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Currency
- Exchange Rate
- Global_tax_calculation
- Description
- Amount
  Required
- Billable?
- Customer
- Class
- Account
  Required
- Tax_code
- AP Account
- Memo
Action
Write
- Deposit To Account
  Required
- Transaction Date
- Private Note
- Currency
- Exchange Rate
- Global Tax Calculation
- Department
- Transaction Source
- Transaction Location Type
- Amount
  Required
- Account
  Required
- Payment Method
- Description
- Transaction Type
- Entity
- Class
- Check Number
- Tax Code
- Tax Applicable On
- Cash Back Account
- Cash Back Amount
- Cash Back Memo
Action
Write
- Customer
  Required
- Email
- Send Later?
- Billing_address
- Credit_memo_date
- Credit_memo_number
- Auto Generate Credit Memo Number
- Class
- Amount
  Required
- 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
Action
Write
- Customer
  Required
- Number
- Line_amount
  Required
- Line_description
- Line Item/Product
- Line Item Quantity
- Line_item_tax_code
- Line Item Service Date
- Rate
- Tax_calculation
- Transaction Date
- Expiration_date
- Ship Date
- Message displayed on estimate
- Billing_address
- Billing Address City
- Billing Address Country
- Billing Address Postal Code
- Billing Address State/Province
- Shipping_address
- Shipping Address City
- Shipping Address Country
- Shipping Address Postal Code
- Shipping Address State/Province
- Shipping amount
- Bill Email
- Send later
- Discount_value
- Discount_percent
- Class
- Sales Terms
- Shipping Method
- Tracking Number
- Private Note
- Transaction Status
- Apply Tax After Discount
- Print Status
- Department
Action
Write
- Type
  Required
- Name
  Required
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- SKU
- Category
- Is Taxable?
Action
Write
- Info
- Customer
  Required
- Email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Invoice Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Invoice Number
- Auto Generate Invoice Number
- Service Date
- Product/Service
- Description
- Quantity
- Rate
- Helptext_line_amount
- Amount
- Tax
- Class
- Add Bundle Item to invoice?
- Message Displayed on Invoice
- Message Displayed on Statement
- Project ID
- 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
- Deposit To Account
- Class
- Department
- Location
- Currency
- Exchange Rate
Action
Write
- Customer
  Required
- Total Amount
  Required
- Unapplied Amount
- Transaction Date
- Payment_method
- Payment Reference Number
- Deposit To Account
- Line_amount
- Line Linked Invoice
- Memo
Action
Write
- Refund_from
  Required
- Customer
- Email
- Billing_address
- Refund_receipt_date
- Refund_receipt_number
- Transaction_class
- Payment_method
- Check_number
- Print Later?
- Product/Service
  Required
- Amount
  Required
- 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
Action
Write
- Info
- Invoice
  Required
- Email
Action
Write
- Time Activity Type
  Required
Action
Write
- Customer
  Required
- 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
- Job/Parent Customer
- Active
- Customer_type
- Preferred_payment_method
- Taxable
- Tax_code
- Tax Registration Number
- Currency
Action
Write
- Invoice
  Required
- Customer
- Email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Invoice Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Invoice Number
- Auto Generate 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
Action
Write
- Purchase ID
  Required
- Vendor/Customer/Employee
- Payment Type
  Required
- Account
- Transaction Date
- Payment Method
- Document Number
- Private Note
- Total Amount
- Department
- Transaction Location Type
- Currency
- Exchange Rate
- Global Tax Calculation
- Tax Code
- Total Tax
- Line Item Detail Type
  Required
Action
Write
- Select Vendor
  Required
- Title
- Given Name
- Middle Name
- Suffix
- Family Name
- Primary Email Address
- Display Name
- Fax number
- Business Number
- Currency Code
- Currency Name
- Mobile Phone Number
- Primary Phone Number
- Alternate Phone Number
- Active
- Vendor 1099
- Cost Rate
- Billing Rate
- Web Address
- Company Name
- Tax Identifier
- Account Number
- Print On Check Name
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__country
- Address__zip_code
- Balance
Action
Write
- Vendor
  Required
- Transaction Date
- Document Number
- Currency
- Exchange Rate
- Location
- Department
- Tax Calculation
- Memo
- Account
- Description
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Billable Status
- Tax Code
- Customer
- Class
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Type
  Required
- Id
  Required
Action
Search
- Estimate Id
- Doc Number
- Customer Name
- Transaction Date
- Total Amount
Action
Search
- WHERE Clause
  Required
Action
Search
- Id
  Required
Action
Search
- Info
- Purchase ID
- Document Number
- Vendor ID
- Vendor Name
- Transaction Date
- Total Amount
- Payment Type
Action
Search
- Info
- Invoice Number
- Invoice ID
- Invoice Date
- Due Date
Action
Search
- Name
  Required
Action
Search
- Info
- ID
- Display Name
- Primary Email Address
- Given Name
  Required
- Family Name
  Required
- Middle Name
- Employee Phone Number
- Birth Date
- Billable Time
- Active
- Release Date
- Cost Rate
- Employee Mobile
- Gender
- Hired Date
- Organization
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Address Line 5
Action
Search or write
- Info
- Product Name
  Required
- SKU
- Type
  Required
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- Category
- Is Taxable?
Action
Search or write
- Board
  Required
- Swimlane
- Workflow stage
- Activity type
Trigger
Polling
Try It
- Board
  Required
Trigger
Polling
Try It
- Board
  Required
- Task
  Required
Trigger
Polling
Try It
- Board
  Required
Trigger
Polling
Try It
- Board
  Required
Trigger
Polling
Try It
- Board
  Required
- Swimlane
- Workflow stage
Trigger
Polling
Try It
- Board
  Required
- Task
  Required
Action
Write
- Board
  Required
- Task
  Required
- Name
  Required
- Assigned User
Action
Write
- Name
  Required
- Board
  Required
- Swimlane
- Workflow stage
- Card type
- Assigned User
Action
Write
- Board
  Required
- Task
  Required
Action
Write
- Board
  Required
- Task
  Required
- Checklist item
  Required
- Name
- Assigned User
- Is completed
Action
Write
- Board
  Required
- Query
- Name
- Workflow stage
- Swimlane
Action
Search
- Board
  Required
- Query
- Name
  Required
- Workflow stage
- Swimlane
- Swimlane
- Workflow stage
- Card type
- Assigned User
Action
Search or write

About Kanban Tool

Kanban Tool is a smart visual project management application with real-time collaboration that allows teams to get work done faster. Kanban Tool helps companies visualize workflow, analyze and improve business processes and reduce waste.

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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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