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QuickBooks Online + Zendesk Sell

Create Zendesk Sell deals for new QuickBooks Online invoices

Streamline your invoicing and sales process with this seamless automation. When a new invoice is created in QuickBooks Online, a deal is instantly added to your Zendesk Sell account, helping you stay organized and up-to-date with your clients' financial transactions. Keep your sales team informed and improve overall efficiency with this intuitive workflow.

Streamline your invoicing and sales process with this seamless automation. When a new invoice is created in QuickBooks Online, a deal is instantly added to your Zendesk Sell account, helping you stay organized and up-to-date with your clients' financial transactions. Keep your sales team informed and improve overall efficiency with this intuitive workflow.

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

    Triggered when you add a new invoice.

    TriggerScheduled
  2. automatically do this!
    Zendesk SellZendesk Sell
    Create Deal

    Creates a new deal.

    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
quickbooks logo
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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zendesk-sell logo
zendesk-sell logo

About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

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