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LeadConnector
LeadConnector
1. Choose trigger event
QuickBooks Online
QuickBooks Online
2. Choose action
1. Select the event
Setup
Test
LeadConnector
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Pipeline Stage Changed" from LeadConnector.
Add your action
An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.
You’re connected!
Zapier seamlessly connects LeadConnector and QuickBooks Online, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type
Required
Name
Required
Description_on_sales_forms
Sales Price/Rate
Description_on_purchase_forms
Cost
SKU
Category
Is Taxable?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Total Amount
Required
Unapplied Amount
Transaction Date
Payment_method
Payment Reference Number
Deposit To Account
Line_amount
Line Linked Invoice
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Invoice
Required
Email
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Time Activity Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
Bill with Parent?
Active
Customer_type
Preferred_payment_method
Taxable
Tax_code
Tax Registration Number
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type
Required
Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Estimate Id
Doc Number
Customer Name
Transaction Date
Total Amount
Action
This is an event a Zap performs.
Search
Find existing data in your app
WHERE Clause
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Purchase ID
Document Number
Vendor ID
Vendor Name
Transaction Date
Total Amount
Payment Type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Invoice Number
Invoice ID
Invoice Date
Due Date
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
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
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Product Name
Required
SKU
Type
Required
Description_on_sales_forms
Sales Price/Rate
Description_on_purchase_forms
Cost
Category
Is Taxable?
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use LeadConnector and QuickBooks Online with AI agents and code
Beyond Zap workflows. Call LeadConnector and QuickBooks Online actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose LeadConnector and QuickBooks Online actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add/Update Contact
Attach File(s) or Note
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use LeadConnector and QuickBooks Online
Sync new customers to contact list.
When a new customer is added in QuickBooks Online, Zapier will automatically update or add them to your LeadConnector contact list. This ensures your customer database is always up to date, helping you stay organized for marketing and communication efforts.
Each time a new pipeline stage is added in LeadConnector, Zapier can create a new project in QuickBooks Online. This automation bridges the gap between lead management and project tracking, ensuring projects are logged without manual entry.
When a new invoice is created in QuickBooks Online, Zapier can automatically add the associated contact to a LeadConnector campaign, ensuring that every customer who makes a payment gets added into a follow-up email sequence. This workflow helps nurture relationships and improves retention rates.
Learn how to automate LeadConnector on the Zapier blog
Learn how to automate QuickBooks Online on the Zapier blog
Make work flow with AI
Level up your LeadConnector to QuickBooks Online integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about LeadConnector + QuickBooks Online integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with LeadConnector and QuickBooks Online
What is LeadConnector and how can it be integrated with QuickBooks Online?
LeadConnector is a platform designed to help businesses connect with their leads across different channels. To integrate it with QuickBooks Online, you can use Zapier to connect the two platforms by setting up Zaps, which are automated workflows that consist of triggers and actions between these applications.
How do I automate invoice creation in QuickBooks Online using LeadConnector?
By setting up a Zap on our platform, you can use LeadConnector as a trigger—for instance, when a new lead is added—and then set an action in QuickBooks Online to automatically create an invoice for that lead.
Can I sync contacts between LeadConnector and QuickBooks Online?
Yes, you can set up a two-way sync. For one direction, create a Zap that adds or updates contacts in QuickBooks Online whenever there's a new or updated contact in LeadConnector. Another Zap would handle the reverse process from QuickBooks to LeadConnector.
What triggers are available for QuickBooks Online when integrating with LeadConnector?
We support various triggers such as 'New Customer,' 'Invoice Paid,' and 'New Estimate' which can activate workflows from QuickBooks Online into your integration processes with LeadConnector.
Is it possible to update customer details automatically from LeadConnector to QuickBooks Online?
Certainly! You can set up a workflow where updating customer information in LeadConnector automatically updates the corresponding customer entry in QuickBooks Online using our automation services.
How secure is the data transfer between LeadConnector and QuickBooks Online via your platform?
Security is our top priority. All data transferred via our platform adheres to industry standards for encryption and security protocols ensuring that your information remains protected during all integrations.
What happens if there is an error during the integration process between LeadConnector and QuickBooks Online?
If an error occurs during the integration, you'll receive detailed logs and notifications. This helps troubleshoot issues quickly so that workflows run smoothly without significant disruptions.
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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.
