How to connect QuickBooks Online + Salesflare
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Popular QuickBooks Online + Salesflare workflows
Create QuickBooks invoices when new opportunities are won in Salesflare
Create QuickBooks invoices when new opportunities are won in SalesflarePremium
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- New AccountTriggered when you add a new account.Trigger
- New BillTriggers when a new bill is added.Trigger
- New CustomerTriggered when you add a new customer.Trigger
- New EstimateTriggered when you add a new estimate.Trigger
- New ExpenseTriggers when a new expense is added.Trigger
- New InvoiceTriggered when you add a new invoice.Trigger
- New InvoiceTriggered when you add a new invoice (with line item support).Trigger
- New Sales ReceiptTriggered when a new sales receipt is added (with line item support).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
- Salesflare
Triggers when a new account has been added.
Scheduled
Trigger
- Salesflare
Triggers when a new contact is added.
Scheduled
Trigger
- Salesflare
Triggers when a new opportunity has arrived.
Scheduled
Trigger
- Salesflare
Triggers when a new task is added.
Scheduled
Trigger
- Salesflare
Triggers when an event happens to your workflow.
Scheduled
Trigger
- Salesflare
Triggers when an event happens to your workflow step.
Scheduled
Trigger
- Salesflare
Add a contact to an account.
Scheduled
Action
- Salesflare
Add a user to an account.
Scheduled
Action
- Salesflare
Creates a new account.
Scheduled
Action
- Salesflare
Creates a new call.
Scheduled
Action
- Salesflare
Creates a new contact.
Scheduled
Action
- Salesflare
Creates a new meeting.
Scheduled
Action
- Salesflare
Creates a new internal note.
Scheduled
Action
- Salesflare
Creates a new opportunity.
Scheduled
Action
- Salesflare
Creates a new task.
Scheduled
Action
- Salesflare
Remove a contact from a certain workflow
Scheduled
Action
- Salesflare
Update an existing account.
Scheduled
Action
- Salesflare
Updates an existing contact.
Scheduled
Action
- Salesflare
Update an existing opportunity.
Scheduled
Action
- Salesflare
Find an account.
Scheduled
Action
- Salesflare
Find a contact.
Scheduled
Action
- Salesflare
Find an opportunity.
Scheduled
Action
- Salesflare
Find a person.
Scheduled
Action
- Salesflare
Find a pipeline stage.
Scheduled
Action
- Salesflare
Find a user.
Scheduled
Action
- Salesflare
Finds a Workflow
Scheduled
Action
- Salesflare
Find or Create Account
Scheduled
Action
- Salesflare
Find or Create Contact
Scheduled
Action
How QuickBooks Online + Salesflare Integrations Work
- Step 1: Authenticate QuickBooks Online and Salesflare.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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