• QuickBooks Online logoQuickBooks Online logo
  • Webhooks by Zapier logoWebhooks by Zapier logo
  • Workbooks CRM logoWorkbooks CRM logo

QuickBooks Online + Webhooks by Zapier + Workbooks CRM

Update Workbooks CRM invoices when you receive QuickBooks Online payments

If you're struggling to keep track of all those incoming payments, Zapier automation can lend a hand. This integration, once active, will automatically create a new "Payment" Task in Workbooks with all the information about new payment you receive in Quickbooks Online and then automatically apply that payment to the Invoice "Amount Paid" field.

If you're struggling to keep track of all those incoming payments, Zapier automation can lend a hand. This integration, once active, will automatically create a new "Payment" Task in Workbooks with all the information about new payment you receive in Quickbooks Online and then automatically apply that payment to the Invoice "Amount Paid" field.

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

    Triggered when a payment is received (with line item support).

    TriggerScheduled
  2. automatically do this...
    Workbooks CRMWorkbooks CRM
    Create Task

    Creates a new task.

    ActionWrite
  3. then do this!
    Webhooks by ZapierWebhooks by Zapier
    POST

    Fire off a single POST request as a form or JSON.

    ActionWrite
  • QuickBooks Online triggers, actions, and search
    New Account
    Triggered when you add a new account.
    Trigger
    Scheduled
  • QuickBooks Online triggers, actions, and search
    New Bill
    Triggers when a new bill is added.
    Trigger
    Scheduled
  • QuickBooks Online triggers, actions, and search
    New Customer
    Triggered when you add a new customer.
    Trigger
    Scheduled
  • QuickBooks Online triggers, actions, and search
    New Estimate
    Triggered when you add a new estimate.
    Trigger
    Scheduled
  • QuickBooks Online triggers, actions, and search
    New Expense
    Triggers when a new expense is added.
    Trigger
    Scheduled
  • QuickBooks Online triggers, actions, and search
    New Invoice
    Triggered when you add a new invoice.
    Trigger
    Scheduled
  • QuickBooks Online triggers, actions, and search
    New Invoice
    Triggered when you add a new invoice (with line item support).
    Trigger
    Scheduled
  • QuickBooks Online triggers, actions, and search
    New Sales Receipt
    Triggered when a new sales receipt is added (with line item support).
    Trigger
    Scheduled
  • QuickBooks Online

    Triggered when a payment is received (with line item support).

    Scheduled

    Trigger

  • QuickBooks Online

    Triggers when a new purchase order is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when a new sales receipt is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when an existing customer is updated.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when a new vendor is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Create a new bill, optionally tied to a customer.

    Scheduled

    Action

  • QuickBooks Online

    Create a new bill, optionally tied to a customer (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Create a new bill, optionally tied to a customer (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Creates a new credit memo.

    Scheduled

    Action

  • QuickBooks Online

    Adds a new customer.

    Scheduled

    Action

  • QuickBooks Online

    Create a new estimate (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Creates a new expense using check, cash, or credit card.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new product or service.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new journal entry.

    Scheduled

    Action

  • QuickBooks Online

    Adds a new invoice (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Adds a new sales receipt (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Creates a new payment, optionally linked to an invoice.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new purchase order.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new refund receipt.

    Scheduled

    Action

  • QuickBooks Online

    Send an existing invoice.

    Scheduled

    Action

  • QuickBooks Online

    Send an existing sales receipt.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new single time activity.

    Scheduled

    Action

  • QuickBooks Online

    Updates an existing customer.

    Scheduled

    Action

  • QuickBooks Online

    Updates an existing invoice (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Adds a new vendor.

    Scheduled

    Action

  • QuickBooks Online

    Find an account by name.

    Scheduled

    Action

  • QuickBooks Online

    Find a customer by name or email address.

    Scheduled

    Action

  • QuickBooks Online

    Find an invoice by number.

    Scheduled

    Action

  • QuickBooks Online

    Find a product by name (with line item support)

    Scheduled

    Action

  • QuickBooks Online

    Find a vendor by name.

    Scheduled

    Action

  • QuickBooks Online

    Finds or creates a specific customer v2.

    Scheduled

    Action

  • QuickBooks Online

    Finds or creates a specific vendor.

    Scheduled

    Action

  • Workbooks CRM

    Triggers when a new case is created.

    Instant

    Trigger

  • Workbooks CRM

    Triggers when a new organisation is created.

    Instant

    Trigger

  • Workbooks CRM

    Triggers when a new person is created.

    Instant

    Trigger

  • Workbooks CRM

    Triggers when a new sales lead is created.

    Instant

    Trigger

  • Workbooks CRM

    Triggers when a credit note is posted.

    Instant

    Trigger

  • Workbooks CRM

    Triggers when an invoice is complete and its status posted.

    Instant

    Trigger

  • Workbooks CRM

    Looks up values using a Dynamic Lookup Item.

    Scheduled

    Action

  • Workbooks CRM

    Adds a new member to a Marketing Campaign.

    Scheduled

    Action

  • Workbooks CRM

    Adds a new member status to a Marketing Campaign.

    Scheduled

    Action

  • Workbooks CRM

    Creates a new case.

    Scheduled

    Action

  • Workbooks CRM

    Creates a new Marketing Campaign.

    Scheduled

    Action

  • Workbooks CRM

    Creates a new Customer Order

    Scheduled

    Action

  • Workbooks CRM

    Creates a new Customer Order and Line Items

    Scheduled

    Action

  • Workbooks CRM

    Creates a new organisation.

    Scheduled

    Action

  • Workbooks CRM

    Creates a new Person.

    Scheduled

    Action

  • Workbooks CRM

    Creates a new sales lead.

    Scheduled

    Action

  • Workbooks CRM

    Creates a new task.

    Scheduled

    Action

  • Workbooks CRM

    Update an existing member of a Marketing Campaign.

    Scheduled

    Action

  • Workbooks CRM

    Updates a customer order which has previously been found with a Find Customer Order step.

    Scheduled

    Action

  • Workbooks CRM

    Update an existing Organisation.

    Scheduled

    Action

  • Workbooks CRM

    Update an existing Person.

    Scheduled

    Action

  • Workbooks CRM

    Update an existing Sales Lead.

    Scheduled

    Action

  • Workbooks CRM

    Find a marketing campaign.

    Scheduled

    Action

  • Workbooks CRM

    Find a marketing campaign member.

    Scheduled

    Action

  • Workbooks CRM

    Find a marketing campaign member status.

    Scheduled

    Action

  • Workbooks CRM

    Finds a customer order.

    Scheduled

    Action

  • Workbooks CRM

    Find an organisation.

    Scheduled

    Action

  • Workbooks CRM

    Find a person.

    Scheduled

    Action

  • Workbooks CRM

    Find a sales lead.

    Scheduled

    Action

  • Workbooks CRM

    Find or Create a Marketing Campaign

    Scheduled

    Action

  • Workbooks CRM

    Find or Create a Marketing Campaign Member

    Scheduled

    Action

  • Workbooks CRM

    Find or Create a Marketing Campaign Member Status

    Scheduled

    Action

  • Workbooks CRM

    Find or Create an Order

    Scheduled

    Action

  • Workbooks CRM

    Find or Create an Organisation

    Scheduled

    Action

  • Workbooks CRM

    Find or Create a Person

    Scheduled

    Action

  • Workbooks CRM

    Find or Create a Sales Lead

    Scheduled

    Action

  • Webhooks by Zapier

    Poll a URL and look for new entries.

    Scheduled

    Trigger

  • Webhooks by Zapier

    Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.

    Instant

    Trigger

  • Webhooks by Zapier

    Wait for a new POST, PUT, or GET to a Zapier URL.

    Instant

    Trigger

  • Webhooks by Zapier

    Fire off a custom request by providing raw details. Very flexible but unforgiving.

    Scheduled

    Action

  • Webhooks by Zapier

    Fire off a single GET request with optional querystrings.

    Scheduled

    Action

  • Webhooks by Zapier

    Fire off a single POST request as a form or JSON.

    Scheduled

    Action

  • Webhooks by Zapier

    Fire off a single PUT request as a form or JSON.

    Scheduled

    Action

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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.
Learn more

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About Webhooks by Zapier

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

Related categories

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About Workbooks CRM

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

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