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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?
  • Shopify triggers, actions, and search

    New Blog

    Triggers when a new blog is added to your Shopify store.

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

    New Customer

    Triggers when a new customer is added to your Shopify account.

    Trigger
    Scheduled
    Try It
    • Abandoned Cart Age (Hours)Required

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

    New Draft Order

    Triggers when a new draft order is created

    Trigger
    Instant
    Try It
    • 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 an order is cancelled (with line item support).

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

    New Fulfilled Order

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

    Trigger
    Instant
    Try It
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About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
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Related categories

  • Accounting

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About Shopify

Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.

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About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.

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