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QuickBooks Online + Teamwork

Create new Teamwork projects from new QuickBooks Online customers

Enhance your project management arsenal with this intuitive workflow. As new customers emerge in QuickBooks Online, it springs into action, promptly creating a fresh project in Teamwork. This reliable automation ensures an efficient, streamlined process that helps you stay focused on delivering high-quality customer service, rather than juggling between applications. Leverage this powerful combination of the two apps to stay organized and ahead of your tasks.

Enhance your project management arsenal with this intuitive workflow. As new customers emerge in QuickBooks Online, it springs into action, promptly creating a fresh project in Teamwork. This reliable automation ensures an efficient, streamlined process that helps you stay focused on delivering high-quality customer service, rather than juggling between applications. Leverage this powerful combination of the two apps to stay organized and ahead of your tasks.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Customer

    Triggered when you add a new customer.

    TriggerScheduled
  2. automatically do this!
    TeamworkTeamwork
    Create Project

    Creates a new project.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • QuickBooks Online triggers, actions, and search

    New Account

    Triggered when you add a new account.

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search

    New Invoice

    Triggered when you add a new invoice (with line item support).

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search

    New Sales Receipt

    Triggered when a new sales receipt is added (with line item support).

    Trigger
    Scheduled
    Try It
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quickbooks logo

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.
Learn moreHelp

Related categories

  • Accounting

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teamwork logo
teamwork logo

About Teamwork

Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.

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