Microsoft Office 365 + QuickBooks Online + Proposify Integrations

How to connect Microsoft Office 365 + QuickBooks Online + Proposify

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Do even more with Microsoft Office 365 + QuickBooks Online + Proposify

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Microsoft Office 365, QuickBooks Online, and Proposify. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Calendar Event Start
Triggers at a specified time before an event in your calendar starts.
Trigger
Scheduled
New Calendar Event
Triggers when a new event is created in your calendar.
Trigger
Scheduled
New Contact
Triggers when a new contact is added to your account
Trigger
Scheduled
New Email
Triggers when a new e-mail is received in your inbox.
Trigger
Scheduled
Updated Calendar Event
Triggers when an event is updated.
Trigger
Scheduled

Create Event
Create an event in the calendar of your choice.
Action
Write
Create Contact
Creates a new contact.
Action
Write

Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
Action
Write

Microsoft Office 365
Send an email from your Office 365 account.
Scheduled
Action
Microsoft Office 365
Updates a contact.
Scheduled
Action
Microsoft Office 365
Search for a contact.
Scheduled
Action
Microsoft Office 365
this is the description.
Scheduled
Action
QuickBooks Online
Triggered when you add a new account.
Scheduled
Trigger
QuickBooks Online
Triggers when a new bill is added.
Scheduled
Trigger
QuickBooks Online
Triggered when you add a new customer.
Scheduled
Trigger
QuickBooks Online
Triggered when you add a new estimate.
Scheduled
Trigger
QuickBooks Online
Triggers when a new expense is added.
Scheduled
Trigger
QuickBooks Online
Triggered when you add a new invoice.
Scheduled
Trigger
QuickBooks Online
Triggered when you add a new invoice (with line item support).
Scheduled
Trigger
QuickBooks Online
Triggered when a new sales receipt is added (with line item support).
Scheduled
Trigger
QuickBooks Online
Triggered when a payment is received (with line item support).
Scheduled
Trigger
QuickBooks Online
Triggers when a new purchase order is added.
Scheduled
Trigger
QuickBooks Online
Triggered when a new sales receipt is added.
Scheduled
Trigger
QuickBooks Online
Triggered when an existing customer is updated.
Scheduled
Trigger
QuickBooks Online
Triggered when a new vendor is added.
Scheduled
Trigger
QuickBooks Online
Create a new bill, optionally tied to a customer.
Scheduled
Action
QuickBooks Online
Create a new bill, optionally tied to a customer (with line item support).
Scheduled
Action
QuickBooks Online
Create a new bill, optionally tied to a customer (with line item support).
Scheduled
Action
QuickBooks Online
Creates a new credit memo.
Scheduled
Action
QuickBooks Online
Adds a new customer.
Scheduled
Action
QuickBooks Online
Create a new estimate (with line item support).
Scheduled
Action
QuickBooks Online
Creates a new expense using check, cash, or credit card.
Scheduled
Action
QuickBooks Online
Creates a new product or service.
Scheduled
Action
QuickBooks Online
Creates a new journal entry.
Scheduled
Action
QuickBooks Online
Adds a new invoice (with line item support).
Scheduled
Action
QuickBooks Online
Adds a new sales receipt (with line item support).
Scheduled
Action
QuickBooks Online
Creates a new payment, optionally linked to an invoice.
Scheduled
Action
QuickBooks Online
Creates a new purchase order.
Scheduled
Action
QuickBooks Online
Creates a new refund receipt.
Scheduled
Action
QuickBooks Online
Send an existing invoice.
Scheduled
Action
QuickBooks Online
Send an existing sales receipt.
Scheduled
Action
QuickBooks Online
Creates a new single time activity.
Scheduled
Action
QuickBooks Online
Updates an existing customer.
Scheduled
Action
QuickBooks Online
Updates an existing invoice (with line item support).
Scheduled
Action
QuickBooks Online
Adds a new vendor.
Scheduled
Action
QuickBooks Online
Find an account by name.
Scheduled
Action
QuickBooks Online
Find a customer by name or email address.
Scheduled
Action
QuickBooks Online
Find an invoice by number.
Scheduled
Action
QuickBooks Online
Find a product by name (with line item support)
Scheduled
Action
QuickBooks Online
Find a vendor by name.
Scheduled
Action
QuickBooks Online
Finds or creates a specific customer v2.
Scheduled
Action
QuickBooks Online
Finds or creates a specific vendor.
Scheduled
Action
Proposify
Triggers when a client has left a comment on the client view.
Instant
Trigger
Proposify
Triggers when a user creates a new client.
Instant
Trigger
Proposify
Triggers when a proposal is created.
Instant
Trigger
Proposify
Triggers when a Proposal is declined by a client.
Instant
Trigger
Proposify
Triggers when a proposal is sent or marked as sent by a user.
Instant
Trigger
Proposify
Triggers when a proposal is signed by a client.
Instant
Trigger
Proposify
Triggers when a proposal is viewed by a client.
Instant
Trigger
Proposify
Triggers when a proposal is accepted by a client.
Instant
Trigger
Proposify
Triggers when a proposal reminder is sent or marked as sent by a user.
Instant
Trigger
Proposify
Creates a new client.
Scheduled
Action
Proposify
Creates a new proposal.
Scheduled
Action

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How Microsoft Office 365 + QuickBooks Online + Proposify Integrations Work

Step 1: Authenticate Microsoft Office 365, QuickBooks Online, and Proposify.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Microsoft Office 365 + QuickBooks Online + Proposify

About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

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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.

Learn more