Connect QuickBooks Online to Tactful UCX and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate QuickBooks Online with Tactful UCX - no code necessary. See how you can get setup in minutes.

Select a trigger from QuickBooks Online

A trigger is an event that starts your Zap and runs the workflow. For example, with QuickBooks Online, a trigger could be "New Account."

A trigger is the event that kicks off your automated workflow.

Setup an action from Tactful UCX

An action is what takes place after the automation is triggered. For example, with Tactful UCX, the action could be "Create Category."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected QuickBooks Online to Tactful UCX

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect QuickBooks Online and Tactful UCX to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect QuickBooks Online and Tactful UCX to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Account
Triggered when you add a new account.
Trigger
Scheduled
Try It
New Customer
Triggered when you add a new customer.
Trigger
Scheduled
Try It
New Expense
Triggers when a new expense is added.
Trigger
Scheduled
Try It
New Invoice
Triggered when you add a new invoice (with line item support).
Trigger
Scheduled
Try It
New Payment
Triggered when a payment is received (with line item support).
Trigger
Scheduled
Try It

New Sales Receipt
Triggered when a new sales receipt is added.
Trigger
Scheduled
Try It
New Vendor
Triggered when a new vendor is added.
Trigger
Scheduled
Try It

- Vendor
  Required
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Currency
- Global_tax_calculation
- Description
- Amount
  Required
- Billable?
- Customer
- Class
- Account
  Required
- Tax_code
- AP Account
- Memo
Action
Write
- Customer
- Email
- Send Later?
- Billing_address
- Credit_memo_date
- Credit_memo_number
- Class
- Amount
  Required
- Service_date
- Product/Service
- Description
- Quantity
- Rate
- Tax
- Line_class
- Message_displayed_on_credit_memo
- Memo
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Tax_code
- Shipping Cost
Action
Write
- Customer
- Bill Number
- Line_amount
  Required
- Line_description
- Line Item/Product
- Line Item Quantity
- Line_item_tax_code
- Line Item Service Date
- Rate
- Expiration_date
- Message displayed on estimate
- Billing_address
- Shipping_address
- Shipping amount
- Bill Email
- Send Later?
- Discount_value
- Discount_percent
Action
Write
- Type
  Required
- Full Name
  Required
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- SKU
- Category
- Is Taxable?
Action
Write
- Customer
- Billing_email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Transaction Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Bill Number
- Service_date
- Line Item/Product
- Line_description
- Line Item Quantity
- Line Item Unit Price
- Line_amount
  Required
- Line_item_tax_code
- Class
- Message displayed on estimate
- Memo
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax_code
- Total_tax
- Tax_calculation
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Shipping_tax
- Shipping Cost
- Deposit
- Class
- Department
- Location
- Currency
Action
Write
- Customer
- Total Amount
  Required
- Unapplied Amount
- Transaction Date
- Payment_method
- Payment Reference Number
- Deposit To Account
- Line_amount
  Required
- Memo
- Line Linked Invoice
Action
Write
- Refund_from
  Required
- Customer
- Email
- Billing_address
- Refund_receipt_date
- Refund_receipt_number
- Transaction_class
- Payment_method
- Check_number
- Print Later?
- Product/Service
- Amount
  Required
- Service_date
- Description
- Quantity
- Rate
- Tax
- Class
- Message_displayed_on_refund_receipt
- Memo
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Tax_code
- Shipping Cost
Action
Write
- Sales_receipt
  Required
- Email
Action
Write
- Customer
  Required
- Company
- Email
- Title
- First Name
- Middle name
- Last Name
- Suffix
- Display_name
- 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
Action
Write
- Full Name
  Required
- Phone
- Email
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
Action
Write
- Full Name
  Required
Action
Search
- Bill Number
Action
Search
- Full Name
  Required
Action
Search
- Full Name
  Required
- Phone
- Email
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
Action
Search or write
- Profile
  Required
Trigger
Scheduled
Try It
- Body
- webhook_is_integration
  Required
- Ticket ID
  Required
Trigger
Instant
Try It
- Body
Trigger
Scheduled
Try It
New Order
Triggers when a new order is created.
Trigger
Scheduled
Try It
New Product
Triggers when a new product is created with webhooks.
Trigger
Instant
Try It
- Body
- webhook_is_integration
  Required
Trigger
Instant
Try It
Update Category
Triggers when a category is updated with webhooks.
Trigger
Instant
Try It
Update Order
Triggers when a order is updated with webhooks.
Trigger
Instant
Try It
- Ticket ID
  Required
- Body
- webhook_is_integration
  Required
Trigger
Instant
Try It
- Nick Name
- whatsapp number
- Full Name
  Required
- age range
- gender
- Email
- phone number
- country
- city
- area
- address details
- tags
- Channel
- Profile
  Required
- Custom field
Action
Write
- Profile
  Required
- Channel
- Due On
- Subject
- Description
- Priority
- Purchase Order Status
- Source
- Requester Id
- Reporter Id
- Assignee Id
- Type
  Required
- Links
- Created on
- Agent Id
- Comment
- Custom Fields
Action
Write
- Profile
  Required
- Category
  Required
- SKU
- Language Groups
- Channel Tags
- Title
- Source URL
- Image Link
- Description
- Is Available
- Type
  Required
- Parent Id
- Parent SKU
Action
Write
- Profile
  Required
- Product Id
  Required
- SKU
- Title
- Image Link
- Description
- Short Description
- Is Available
- Tax Value
- Unit Price
- Parent Id
- Brand
- Model
- Channel Tags
- Item Type
- Inventory
- Open Time
- Close Time
- Start Date
- End Date
- Phone
- Website
- Landmark
- Location URL
- Author
Action
Write
- Profile
  Required
- Lookup Column
  Required
- Lookup Value
Action
Search
- Profile
  Required
- Lookup Column
  Required
- Lookup Value
Action
Search
- Profile
  Required
- Lookup Column
  Required
- Lookup Value
- SKU
- Language Groups
- Channel Tags
- Title
- Source URL
- Image Link
- Description
- Is Availible
- Type
  Required
Action
Search or write
- Profile
  Required
- Lookup Column
  Required
- Lookup Value
- Channel
- Owner Id
  Required
- Order Type
- Delivery Status
- Unit Price
- Details
- Deliver Time
Action
Search or write
- Profile
  Required
- Lookup Column
  Required
- Lookup Value
- Channel
- Due On
- Subject
- Description
- Priority
- Purchase Order Status
- Source
- Requester Id
- Reporter Id
- Assignee Id
- Type
  Required
- Links
- Created on
- Agent Id
- Comment
- Custom Fields
Action
Search or write

New Bill
Triggers when a new bill is added.
Trigger
Scheduled
Try It
New Estimate
Triggered when you add a new estimate.
Trigger
Scheduled
Try It
New Invoice
Triggered when you add a new invoice.
Trigger
Scheduled
Try It
New Sales Receipt
Triggered when a new sales receipt is added (with line item support).
Trigger
Scheduled
Try It
New Purchase Order
Triggers when a new purchase order is added.
Trigger
Scheduled
Try It
Updated Customer
Triggered when an existing customer is updated.
Trigger
Scheduled
Try It
- Vendor
  Required
- Bill Number
- Line_item
- Line_description
- Amount
  Required
- Qty
- Unit Price
- Line_class
- AP Account
- Customer
- Due_date
- Transaction Date
Action
Write
- Vendor
  Required
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Global_tax_calculation
- Line_item
- Line_description
- Qty
- Unit Price
- Amount
  Required
- Billable?
- Customer
- Line_class
- Tax_code
- AP Account
- Memo
Action
Write
- Full Name
  Required
- Display_name
- Title
- First Name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Website
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Notes
- Currency
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred_payment_method
- Preferred_delivery_method
- Terms
- Customer_type
Action
Write
- Payee_type
  Required
- Payment_type
  Required
- Account
  Required
- Payment Date
- Payment_method
- Reference Number
- Print Later?
- Account
- Description
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Memo
Action
Write
- Payment Date
- Journal_number
- Account
  Required
- Debit_amount
  Required
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Account
  Required
- Credit_amount
  Required
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Memo
- Currency
- Exchange_rate
Action
Write
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Memo
- Message displayed on estimate
- Line_amount
  Required
- Service_date
- Line_description
- Line Item/Product
- Line Item Quantity
- Line Item Unit Price
- Line_item_tax_code
- Class
- Transaction Date
- Total_discount
- Payment_method
- Payment Reference Number
- Deposit To Account
- Sales_receipt_number
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Currency
- Exchange_rate
- Class
- Tax_code
- Total_tax
- Tax_calculation
- Shipping_tax
- Shipping Cost
- Department
Action
Write
- Vendor
  Required
- Purchase Order Status
- Mailing_address
- Shipping_address
- Payment Date
- Ship Via
- Purchase Order Number
- Account
- Description
- Amount
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Customer
- Class
- Memo
- Memo
Action
Write
- Invoice
  Required
- Email
Action
Write
- Time Activity Type
  Required
Action
Write
- Invoice
  Required
- Customer
- Billing_email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Transaction Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Bill Number
- Service_date
- Line Item/Product
- Line_description
- Line Item Quantity
- Line Item Unit Price
- Line_amount
  Required
- Line_item_tax_code
- Class
- Message displayed on estimate
- Memo
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax_code
- Total_tax
- Tax_calculation
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Shipping_tax
- Shipping Cost
- Deposit
- Class
- Department
- Location
- Currency
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- Full Name
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
- Full Name
  Required
- Display_name
- Title
- First Name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Website
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Notes
- Currency
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred_payment_method
- Preferred_delivery_method
- Terms
- Customer_type
Action
Search or write
New Category
Triggers when a new Category is created with webhooks.
Trigger
Instant
Try It
- Body
- Ticket ID
  Required
Trigger
Scheduled
Try It
- Body
- webhook_is_integration
  Required
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created with webhooks.
Trigger
Instant
Try It
- Profile
  Required
Trigger
Scheduled
Try It
- Profile
  Required
Trigger
Scheduled
Try It
- Profile
  Required
- Body
Trigger
Scheduled
Try It
- Customer
  Required
- Body
Trigger
Instant
Try It
Update Product
Triggers when product is updated with webhooks.
Trigger
Instant
Try It
- Profile
  Required
- SKU
- Language Groups
- Channel Tags
- Title
- Source URL
- Image Link
- Description
- Is Availible
- Type
  Required
Action
Write
- Profile
  Required
- SKU
- Title
- Image Link
- Description
- Short Description
- Is Available
- Tax Value
- Unit Price
- Brand
- Model
- Channel Tags
- Item Type
- Inventory
- Open Time
- Close Time
- Start Date
- End Date
- Phone
- Website
- Location URL
- Landmark
- Author
Action
Write
- Comment Body
  Required
- Ticket ID
  Required
- User ID
  Required
Action
Write
- Profile
  Required
- Nick Name
- whatsapp number
- Full Name
  Required
- age range
- gender
- Email
- phone number
- country
- city
- area
- address details
- tags
- Channel
- Customer
  Required
- External Id
- Custom field
Action
Write
- Profile
  Required
- Ticket ID
  Required
- Due On
- Resolved On
- Subject
- Description
- Priority
- Purchase Order Status
- Source
- Channel
- Requester Id
- Reporter Id
- Assignee Id
- Type
  Required
- Links
- Created on
- Agent Id
- Comment
- External Id
- Custom Fields
Action
Write
- Profile
  Required
- Channel
- Lookup Column
  Required
- Lookup Value
Action
Search
- Profile
  Required
- Lookup Column
  Required
- Lookup Value
Action
Search
- Profile
  Required
- Channel
- Lookup Column
  Required
- Lookup Value
- Nick Name
- whatsapp number
- Full Name
  Required
- age range
- gender
- Email
- phone number
- country
- city
- area
- address details
- tags
- Custom field
Action
Search or write
- Profile
  Required
- Lookup Column
  Required
- Lookup Value
- SKU
- Title
- Image Link
- Description
- Short Description
- Is Available
- Tax Value
- Unit Price
- Brand
- Model
- Channel Tags
- Item Type
- Inventory
- Open Time
- Close Time
- Start Date
- End Date
- Phone
- Website
- Location URL
- Landmark
- Author
Action
Search or write

Learn how to automate QuickBooks Online on the Zapier blog.

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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About Tactful UCX

Tactful Unified Cognitive Customer Experience Platform is the next generation omnichannel customer experience technology that helps your business achieve the best results across touchpoints using AI and data centric approach.

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Connect QuickBooks Online to Tactful UCX and automate any workflow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Select a trigger from QuickBooks Online

Setup an action from Tactful UCX

That’s it! You just connected QuickBooks Online to Tactful UCX

Connect QuickBooks Online and Tactful UCX to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect QuickBooks Online and Tactful UCX to unlock the power of automation

Supported triggers and actions

Learn how to automate QuickBooks Online on the Zapier blog.

4 ways to automate QuickBooks Online

Join millions worldwide who automate their work using Zapier