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QuickBooks Online + Shopify + Maximizer CRM

Create notes in Maximizer and generate invoices in QuickBooks Online for new paid Shopify orders

You're busy fulfilling new orders, with no time to worry about paperwork—until it catches up to you. Imagine the efficiency of seamlessly generating invoices in QuickBooks Online and, additionally, tracking the order details in Maximizer notes on the corresponding contact the moment new Shopify orders are paid. This powerful automation eliminates manual tasks, keeping your Maximizer CRM updated and your financials in QuickBooks organized.

You're busy fulfilling new orders, with no time to worry about paperwork—until it catches up to you. Imagine the efficiency of seamlessly generating invoices in QuickBooks Online and, additionally, tracking the order details in Maximizer notes on the corresponding contact the moment new Shopify orders are paid. This powerful automation eliminates manual tasks, keeping your Maximizer CRM updated and your financials in QuickBooks organized.

  1. When this happens...
    ShopifyShopify
    New Paid Order

    Triggers when an order is paid (with line item support).

    TriggerInstant
  2. automatically do this...
    Maximizer CRMMaximizer CRM
    Create Note

    Creates new Note for Address Book/Opportunity/Lead/Case entry

    ActionWrite
  3. then do this!
    QuickBooks OnlineQuickBooks Online
    Create Invoice

    Adds a new invoice (with line item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • BlogRequired

    Trigger
    Scheduled
    Try It
  • Shopify triggers, actions, and search

    Customer Account Enabled

    Triggers when a customer account is enabled.

    Trigger
    Instant
    Try It
  • Shopify triggers, actions, and search

    New Cancelled Order

    Triggers whenever a order is "cancelled" (with line item support).

    Trigger
    Scheduled
    Try It
  • Shopify triggers, actions, and search

    New Order

    Triggers when a new purchase is made (only open orders) (with line item support).

    Trigger
    Scheduled
    Try It