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QuickBooks Online + Shopify + Maximizer CRM

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

You're focused on fulfilling new orders, with no time to spare for paperwork—until it catches up with you. Prevent that from happening by setting up this integration. It automatically generates invoices for your QuickBooks Online customers as soon as new Shopify orders are created. This Zap also creates a note on the corresponding contact in Maximizer, including order details, to ensure a comprehensive view of customer interactions within Maximizer.

You're focused on fulfilling new orders, with no time to spare for paperwork—until it catches up with you. Prevent that from happening by setting up this integration. It automatically generates invoices for your QuickBooks Online customers as soon as new Shopify orders are created. This Zap also creates a note on the corresponding contact in Maximizer, including order details, to ensure a comprehensive view of customer interactions within Maximizer.

  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