Pipeliner Cloud + QuickBooks Online
Create QuickBooks invoices for newly updated Pipeliner Cloud opportunities
When a new opportunity is updated in Pipeliner Cloud, this template will create an invoice for the account that is linked with the opportunity.
When a new opportunity is updated in Pipeliner Cloud, this template will create an invoice for the account that is linked with the opportunity.
- When this happens...
Updated OpportunityTriggers when an Opportunity is updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this...Find Account
Find an existing Account. Optionally, create one if Account is not found.
ActionSearchFind existing data in your app - then do this!
Create InvoiceAdds a new invoice (with line item support).
ActionWriteCreate a new record or update an existing record in your app.
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Select Owner
Select Sales Unit
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select Owner
Select Sales Unit
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select Sales Unit
Select Owner
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Product
Triggers when a new Product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select Owner
Select Sales Unit
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select Owner
Select Sales Unit
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select Sales Unit
Select Owner
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Product
Triggers when a Product is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Account
Create a new Account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Primary Account Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Lead
Create a new Lead.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product Line Item
Create a new Product Line Item.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom entity typeRequired
IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Pipeline ID
Step
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Type OperatorRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type OperatorRequired
Primary Account Position
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type OperatorRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type OperatorRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type OperatorRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Type OperatorRequired
Primary Account Position
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Type OperatorRequired
PipelineRequired
StepRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Type OperatorRequired
Activity TypeRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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 found
Activity Type
Select Owner
Select Sales Unit
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Entity NameRequired
Select Owner
Select Sales Unit
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select Sales Unit
Select Owner
Select Pipeline
Select Step
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Type
Select Owner
Select Sales Unit
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Type
Select Owner
Select Sales Unit
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Entity NameRequired
Select Owner
Select Sales Unit
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select Sales Unit
Select Owner
Select Pipeline
Select Step
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Type
Select Owner
Select Sales Unit
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom entity typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PipelineRequired
StepRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Create a new Product.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Primary Account Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Type OperatorRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type OperatorRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type OperatorRequired
Custom entity typeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type OperatorRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type OperatorRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type OperatorRequired
Activity TypeRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Type OperatorRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Type OperatorRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew 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 found
About Pipeliner Cloud
Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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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