QuickBooks Online + Infusionsoft by Keap Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect QuickBooks Online and Infusionsoft by Keap, with as many as 419 possible integrations. Are you ready to find your productivity superpowers?
Add new tagged Infusionsoft contacts to QuickBooks Online as customers
Tags are one of the most powerful segmentation tools in Infusionsoft, segmenting your contacts into very specific lists. You can use this capability to trigger Zapier to automatically create new QuickBooks Online customers from Infusionsoft contacts when they are tagged with a specific tag.
Note: This Zapier integration doesn't create customers from existing "tagged" Infusionsoft contacts, only contacts who are tagged after you've set it up.
How It Works
- A specific Infusionsoft tag is added to a contact
- Zapier adds that contact data to QuickBooks Online as a new customer
What You Need
- Infusionsoft account and specific tag created
- QuickBooks Online account
Add new Infusionsoft invoices to QuickBooks as invoices
If your team uses multiple platforms to track invoices and billing, you need to make sure that the same data is recorded on both platforms. This Zap will automatically create a QuickBooks Online invoice whenever a new invoice is created in Infusionsoft. That way, you are sure that the same information is tracked on both apps.
How It Works
- A new invoice is created in Infusionsoft
- Zapier creates an invoice in QuickBooks
What You Need
- Infusionsoft account
- Quickbooks account
It's easy to connect QuickBooks Online + Infusionsoft by Keap and requires absolutely zero coding experience—the only limit is your own imagination.
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).
Triggered when you add a new estimate.
Adds a new invoice (with line item support).
Triggered when you add a new customer.
Creates a new contact. Can be used to update existing contacts too.
Triggered when you add a new account.
Applies a tag to an existing contact.
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