Process Street + QuickBooks Online Integrations
How to connect Process Street + QuickBooks Online
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Data Set Record CreatedTriggers when a new record is added to a data set.Trigger- Data Set Record DeletedTriggers when an existing record is deleted from a data set.Trigger
- Data Set Record UpdatedTriggers when an existing record is updated in a data set.Trigger
- New AttachmentTriggers when someone attaches a file to a workflow run.Trigger
- New Workflow RunTriggers when a workflow is run.Trigger
- New CommentTriggers when someone posts a comment on a workflow run.Trigger
- New Task CheckedTriggers when a task is checked off in a workflow.Trigger
- Run WorkflowRuns a workflow.Action
- Process Street
Adds a new record to a data set.
Scheduled
Action
- Process Street
Deletes an existing record in a data set.
Scheduled
Action
- Process Street
Update an existing workflow run.
Scheduled
Action
- Process Street
Updates an existing record in a data set.
Scheduled
Action
- Process Street
Search for data set records by form fields.
Scheduled
Action
- Process Street
Search for a workflow run by ID, name, form fields, and other attributes.
Scheduled
Action
- Process Street
Creates a data set record if none were found by the search.
Scheduled
Action
- Process Street
Creates a workflow run if none were found by the search.
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
How Process Street + QuickBooks Online Integrations Work
- Step 1: Authenticate Process Street and QuickBooks Online.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.
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