QuickBooks Online + Insightly + Webhooks by Zapier Integrations
How to connect QuickBooks Online + Insightly + Webhooks by Zapier
Zapier lets you send info between QuickBooks Online, Insightly, and Webhooks by Zapier automatically—no code required.
Do even more with QuickBooks Online + Insightly + Webhooks by Zapier
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 QuickBooks Online, Insightly, and Webhooks by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.
New 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
Only available if multicurrency is enabled.
Global Tax Calculation
Description
AmountRequired
Billable?
If a line item is billable, please use the Customer field to specify which customer.
Customer
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
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
Defaults to today's date if not specified.
Credit Memo Number
Class
Only available if class tracking is enabled and assigned using the "one to entire transaction" option.
AmountRequired
Service Date
Product/Service
Description
Quantity
Rate
Tax
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Message Displayed On Credit Memo
Memo
Apply Tax After Discount?
US versions of QuickBooks only.
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
Select a specific customer.
Number
Max of 21 characters. If empty, Quickbooks will generate one by incrementing the last number, but only if you have custom transaction numbers disabled. number automatically. Max of 21 characters.
Line AmountRequired
Should not include tax.
Line Description
Line Item/Product
Line Item Quantity
Line Item Tax Code
Line Item Service Date
Format: YYYY-MM-DD
Rate
When using this field, the Rate * Quantity must be equal to the line amount
Expiration Date
Message displayed on estimate
Billing Address
If the customer you enter in the "Customer" field has a default billing address, that address will be used if this field is left blank.
Shipping Address
If the customer you enter in the "Customer" field has a default shipping address, that address will be used if this field is left blank.
Shipping amount
Bill Email
Email address where estimate is sent. Separate emails with commas for multiple addresses
Send later
If set to true, the Bill Email field should also be provided
Discount Value
Discount values must be positive (e.g.
10for a 10 value discount)Discount Percent
Discount values must be positive (e.g.
10for a 10% discount)
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?
Only applicable to US companies.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Email
If not set, the customer's primary email will be used.
Cc
Bcc
Send Later?
Billing Address
If the customer you enter in the "Customer" field has a default billing address, that address will be used if this field is left blank.
Shipping Address
If the customer you enter in the "Customer" field has a default shipping address, that address will be used if this field is left blank.
Terms
Invoice Date
Defaults to today's date if not specified.
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
If empty, no Invoice number is added. Max of 21 characters or put AUTO_GENERATE to let QuickBooks increment this automatically.
Service Date
Product/Service
Description
Quantity
Rate
Should not include tax.
AmountRequired
Should not include tax.
Tax
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Requires choosing a Tax Code above.
Tax Calculation
Method in which tax is applied.
Apply Tax After Discount?
Discount Value
Discount values must be positive (e.g.
.10for a 10% discount)Discount Percent
Shipping Tax
Shipping
Deposit
Class
Only available if class tracking is enabled and assigned using the "one to entire transaction" option.
Department
Only available if your preferences allow tracking of department.
Location
Only available for France locales.
Currency
Only available if multicurrency is enabled. Defaults to your home currency if left blank.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Total AmountRequired
Unapplied Amount
The amount that has not been applied to pay amounts owed for sales transactions.
Transaction Date
Payment Method
Payment Reference Number
Deposit To Account
A.K.A. Income Account
Line Amount
Should not include tax.
Memo
Line Linked Invoice
Only choose an invoice if this payment is linked to one.
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
If the customer you enter in the "Customer" field has a default billing address, that address will be used if this field is left blank.
Refund Receipt Date
Defaults to today's date if not specified.
Refund Receipt Number
Transaction Class
Only available if class tracking is enabled and assigned using the "one to entire transaction" option.
Payment Method
Check Number
Print Later?
Product/ServiceRequired
AmountRequired
Service Date
Description
Quantity
Rate
Tax
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Message Displayed On Refund Receipt
Memo
Apply Tax After Discount?
US versions of QuickBooks only.
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
Send to an explicit email address instead of the receipt billing one, and updates the one on the sales receipt to this.
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
Must be unique for every customer.
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
Enter the vendor's display name exactly as it appears in QuickBooks Online.
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
Enter the vendor's display name exactly as it appears in QuickBooks Online.
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 foundInsightly ObjectRequired
Filter by Object Name
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Insightly ObjectRequired
Filter by Object Name
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Insightly ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.URLRequired
This should return a list of dictionaries of content type JSON in reverse chronological order. For example:
[{"id":1234},{"id":1235}]Key
If the returned JSON is not a list and is instead an object (maybe paginated), enter the key that contains the results. Example: "results", "items", "objects", etc... (children via dot syntax supported)
Deduplication Key
Zapier deduplicates the array we see each poll against the
idkey. If theidkey does not exist, you should specify an alternative unique key to deduplicate off of. If neither are supplied, we fallback to looking for the shortest key withidin it otherwise we will raise an error.Xpath
If the content fetched is XML or HTML, optionally define an xpath to extract data from the content. Will trigger whenever the content at the xpath changes!
Basic Auth
A pipe (
|) separated username, password combo for standard HTTP authentication.Headers
Key, value pairs to be added as headers in all requests.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPick off a Child Key
By default, Zapier gives you the entire payload of the webhook. If this is specified, Zapier will only grab the child key from the object(s) sent to Zapier. For example, given
{"contact": {"name": "Mike"}}, add "contact" here to only return{"name": "Mike"}. Traverse more deeply nested children by using dot-separated syntax. Line item payloads will run your Zap for each instance of the child key.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.URLRequired
We recommend not putting any query string arguments in the URL (use "Query String Params" below).
Query String Params
These params will be URL-encoded and appended to the URL when making the request. Note: If you specify nothing for this field, we will automatically encode and include every field from the previous step in the query string. If you don't want this, use the "Custom Request" action.
Send As JSON
If "yes", this dumps the results directly to a key (set below) as JSON. If "no", we simulate a form.
JSON key
Only used if As JSON.
Unflatten
By default we convert fields with double underscores into nested dictionaries. Select no here to turn this behavior off.
Basic Auth
A pipe (
|) separated username, password combo for standard HTTP authentication.Headers
Key, value pairs to be added as headers in all requests.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.URLRequired
Any URL with a querystring will be re-encoded properly.
Payload Type
Pay special attention to the proper mapping of the data below.
Data
These are key-value pairs that will form the data portion of the request. If you leave these empty, all fields from the previous step will be used. If you want to send your own raw JSON or form-encoded values here, please use the Custom Request action instead.
Wrap Request In Array
Wraps the request in an array if that is something the service requires.
File
A file object to be attached to the request. The request will automatically be converted to
multipart/form-data, with the above payload type defining the sub content-type for the data being passed.Unflatten
By default we convert fields with double underscores into nested dictionaries. Select no here to turn this behavior off.
Basic Auth
A pipe (
|) separated username, password combo for standard HTTP authentication.Headers
Key, value pairs to be added as headers in all requests.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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
Specifies the vendor for this bill.
Bill Number
Line Item
Line Description
AmountRequired
Amount of the line item.
Qty
Quantity of the line item.
Unit Price
Unit Price of the line item.
Line Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
AP Account
Customer
Specifies the customer associated with the bill.
Due Date
Transaction Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Specifies the vendor for this bill.
Terms
Transaction Date
Due Date
Bill Number
Department
Global Tax Calculation
Product/Service
Description
Qty
Rate
AmountRequired
Billable?
If a line item is billable, please use the Customer field to specify which customer.
Customer
Line Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
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
If not set, Full Name will be used here.
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
Only available if multicurrency is enabled.
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Choose a Parent Customer if you're creating a Job/sub-customer.
Bill with Parent?
If no, this customer will be billed.
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
Is the payee a Vendor, Customer, or Employee?
Payment TypeRequired
Bank/Credit AccountRequired
Payment Date
Defaults to today's date if not specified.
Payment Method
Reference Number
Will be used as check number if payment type is check.
Print Later?
Only applicable if payment type is check.
Account
Description
Amount
You must enter an amount here or in the "Amount" field under "Item Details."
Billable Status
Tax Code
Customer
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Product/Service
Description
Quantity
Rate
Amount
You must enter an amount here or in the "Amount" field under "Account Details."
Billable Status
Tax Code
Customer
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Journal Date
Defaults to today's date if not specified.
Journal Number
AccountRequired
Debit AmountRequired
Total amount of "Debits" line items must equal the total amount of "Credits" line items.
Description
Customer Name
Vendor Name
Employee Name
Department
Only available if your preferences allow tracking of department.
Class
AccountRequired
Credit AmountRequired
Total amount of "Credits" line items must equal the total amount of "Debits" line items.
Description
Customer Name
Vendor Name
Employee Name
Department
Only available if your preferences allow tracking of department.
Class
Memo
Currency
Only available if multicurrency is enabled. Defaults to your home currency if left blank.
Exchange Rate
Only available if multicurrency is enabled.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
Select a specific customer, or, use the below field to look up a customer on demand.
Find Customer by Name/Email
If you just have access to the customer's name or email, use this.
Email
Send Later?
Note
Message
Line AmountRequired
Should not include tax.
Service Date
Line Description
Product/Service
Line Item Quantity
Line Item Unit Price
Should not include tax.
Line Item Tax Code
Line Item Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Transaction Date
Total Discount
Will be added as a Discount Line item. The company preference Sales Form Entry | Discounts must be enabled.
Payment Method
Payment Reference Number
Deposit To Account
A.K.A. Income 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
Only available if multicurrency is enabled.
Exchange Rate
The number of home currency units it takes to equal one unit of currency specified above. Only available if multicurrency is enabled.
Class
Only available if class tracking is enabled and assigned using the "one to entire transaction" option.
Tax Code
Total Tax
Requires choosing a Tax Code above.
Tax Calculation
Method in which tax is applied.
Shipping Tax
Shipping Cost
Department
Only available if your preferences allow tracking of 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
Address to which the payment should be sent.
Shipping Address
Address to which the vendor shipped or will ship goods associated with purchase.
Purchase Order Date
Ship Via
Purchase Order Number
Account
Description
Amount
You must enter an amount here or in the "Amount" field under "Item Details."
Customer
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Product/Service
Description
Quantity
Rate
Amount
You must enter an amount here or in the "Amount" field under "Account Details."
Customer
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Your Message to Vendor
Memo
For internal use. Will not appear on purchase order to vendor
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
EmailRequired
Send to an explicit email address instead of the invoice billing one, and updates the one on the invoice to this.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Activity TypeRequired
Is this for an Employee or Vendor?
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
Should not include tax.
Amount
Should not include tax.
Tax
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Requires choosing a Tax Code above.
Tax Calculation
Method in which tax is applied.
Apply Tax After Discount?
Discount Value
Discount values must be positive (e.g.
.10for a 10% discount)Discount Percent
Shipping Tax
Shipping
Deposit
Class
Only available if class tracking is enabled and assigned using the "one to entire transaction" option.
Department
Only available if your preferences allow tracking of department.
Location
Only available for France locales.
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Quickbooks are located here https://developer.intuit.com/app/developer/qbo/docs/develop
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
Depending on which "Search Field" you selected, the search value must exactly match the "Display name as" field or "Email" field in Quickbooks.
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
Depending on which "Search Field" you selected, the search value must exactly match the "Display name as" field or "Email" field in Quickbooks.
Full NameRequired
Display Name
If not set, Full Name will be used here.
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
Only available if multicurrency is enabled.
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Choose a Parent Customer if you're creating a Job/sub-customer.
Bill with Parent?
If no, this customer will be billed.
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 foundInsightly ObjectRequired
Filter by Object Name
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Insightly ObjectRequired
Filter by Object Name
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Insightly ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Insightly ObjectRequired
Pick which type of object you want to search for.
Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Catch Raw Hook
Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MethodRequired
The HTTP method we'll use to perform the request.
URLRequired
Any URL with a querystring will be re-encoded properly.
Data Pass-Through?
If yes, request
databelow will be overridden with the raw data from the previous step (you are still responsible for headers though, likeContent-Type). Defaults to no.Data
Place raw data for the request here. Could be JSON, XML, etc. Nothing is parsed for you here (including extra line breaks or spaces -- everything is sent verbatim). You probably need to define a header below corresponding to your data
Content-Type. Reminder: data provided in this field is completely ignored if you chose "yes" to pass-through.Unflatten
By default we convert fields with double underscores into nested dictionaries. Select no here to turn this behavior off.
Basic Auth
A pipe (
|) separated username, password combo for standard HTTP authentication.Headers
Key, value pairs to be added as headers in all requests.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.URLRequired
Any URL with a querystring will be re-encoded properly.
Payload Type
Pay special attention to the proper mapping of the data below.
Data
These are key-value pairs that will form the data portion of the request. If you leave these empty, all fields from the previous step will be used. If you want to send your own raw JSON or form-encoded values here, please use the Custom Request action instead.
Wrap Request In Array
Wraps the request in an array if that is something the service requires.
File
A file object to be attached to the request. The request will automatically be converted to
multipart/form-data, with the above payload type defining the sub content-type for the data being passed.Unflatten
By default we convert fields with double underscores into nested dictionaries. Select no here to turn this behavior off.
Basic Auth
A pipe (
|) separated username, password combo for standard HTTP authentication.Headers
Key, value pairs to be added as headers in all requests.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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How QuickBooks Online + Insightly + Webhooks by Zapier Integrations Work
- Step 1: Authenticate QuickBooks Online, Insightly, and Webhooks by Zapier.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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