Is it really time to create another invoice? AND a matching customer in Quickbooks? It's a good problem to have, but Zapier's automation will make it a breeze! Every time a new deal lands in Pipedrive, we'll automatically create a customer and an invoice.
How this Pipedrive-Quickbooks integration works
- A new deal comes in to Pipedrive
- Zapier finds or creates a matching customer in Quickbooks
- Zapier creates an invoice in Quickbooks
Apps involved
- Pipedrive
- Quickbooks
- Quickbooks
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Create QuickBooks Online estimates when Pipedrive deals reach certain stages
The sooner you get those estimates in your customers' hands, the faster you can get them approved. Let this automation do the work once you're ready for it: Once active, it will trigger whenever a new deal is added to the appropriate stage on Pipedrive, sending the details to QuickBooks Online and preparing an estimate for the matching customer so you don't have to.
How this Pipedrive-QuickBooks Online integration works
- A new deal is added to a stage on Pipedrive
- Zapier automatically creates a new estimate on QuickBooks Online
Apps involved
- Pipedrive
- QuickBooks Online
Create and send QuickBooks Online invoices when Pipedrive deals reach certain stages
It's billing time again? We'll get it done for you the moment those deals evolve after you set up this automation. From then on, every time you move a new deal to your chosen stage on Pipedrive, Zapier will create a new invoice in QuickBooks Online and send it to the billing contact. That way, you won't just close deals, you'll get paid for them, too.
Note: For this integration to work, the person linked to your deal must have a valid email associated with them on Pipedrive
How this Pipedrive-QuickBooks Online integration works
- A new deal is moved to a stage on a Pipedrive pipeline
- Zapier finds or creates a matching customer in QuickBooks Online
- Zapier creates a new invoice in QuickBooks Online
- Zapier sends that invoice to a billing contact via QuickBooks Online
Apps involved
- Pipedrive
- QuickBooks Online
Create Quickbooks invoices from new Pipedrive deals
Is it really time to create another invoice? AND a matching customer in Quickbooks? It's a good problem to have, but Zapier's automation will make it a breeze! Every time a new deal lands in Pipedrive, we'll automatically create a customer and an invoice.
How this Pipedrive-Quickbooks integration works
- A new deal comes in to Pipedrive
- Zapier finds or creates a matching customer in Quickbooks
- Zapier creates an invoice in Quickbooks
Apps involved
- Pipedrive
- Quickbooks
- Quickbooks
Create and send Quickbooks invoices for every new Pipedrive deal
Automate your entire invoicing process with this Zap! When a new deal comes through Pipedrive, Zapier will find or create a person in Quickbooks, build an invoice, update the deal in Pipedrive, and send the invoice to the client. Every bit of that happens automatically so you don't have to spend any time on invoicing!
How this multi-step Zap works:
- A new deal arrives in Pipedrive
- Zapier finds or creates a matching person in Quickbooks
- Zapier creates an invoice in Quickbooks
- Zapier updates the deal in Pipedrive
- Zapier sends the invoice through Quickbooks
Apps involved
- Pipedrive
- Quickbooks
- Quickbooks
- Pipedrive
- Quickbooks
Update Pipedrive deals when Quickbooks invoices are paid
You got paid! But now you have to deal with manually updating your invoice's deal in Pipedrive. Not anymore: With this Zap, we'll automatically find and update Pipedrive deals when your Quickbooks invoices are piad.
How this Quickbooks-Pipedrive integration works:
- Quickbooks invoices are paid
- Zapier finds the corresponding deal in Pipedrive
- Zapier updates the Pipedrive deal
Apps involved
- Quickbooks
- Pipedrive
- Pipedrive
It's easy to connect Pipedrive + QuickBooks Online and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new deal is created.
Creates a new person.
Triggers when an existing deal is updated.
Creates a new deal.
Triggers when a new activity is created.
Creates a new activity.
Triggered when a payment is received (with line item support).
Adds a new customer.
Triggered when a new vendor is added.
Adds a new sales receipt (with line item support).
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