QuickBooks Online + Zoom

Create Zoom meetings for new QuickBooks Online customers

Effortlessly manage your growing client base by connecting your QuickBooks Online and Zoom accounts. When you add a new customer to QuickBooks Online, this workflow will automatically schedule a Zoom meeting for an initial consultation or follow-up. Streamline your onboarding process, stay organized, and foster strong client relationships from the very start.

When this happens...
New Customer
Triggered when you add a new customer.
TriggerScheduled
automatically do this!
Create Meeting
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggered when you add a new account.
Trigger
Scheduled
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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

- VendorRequired
- Terms
- Transaction Date
- Due Date
- Bill Number
- Department
- Currency
- Global Tax Calculation
- Description
- AmountRequired
- Billable?
- Customer
- Class
- AccountRequired
- Tax Code
- AP Account
- Memo
Action
Write
- CustomerRequired
- Email
- Send Later?
- Billing Address
- Credit Memo Date
- Credit Memo Number
- Class
- AmountRequired
- Service Date
- Product/Service
- Description
- Quantity
- Rate
- Tax
- Class
- Message Displayed On Credit Memo
- Memo
- Apply Tax After Discount?
- Discount Value
- Discount Percent
- Sales Tax Rate
- Shipping Cost
Action
Write
- CustomerRequired
- Number
- Line AmountRequired
- 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
- TypeRequired
- NameRequired
- Description On Sales Forms
- Sales Price/Rate
- Description On Purchase Forms
- Cost
- SKU
- Category
- Is Taxable?
Action
Write
- CustomerRequired
- Email
- Cc
- Bcc
- Send Later?
- Billing Address
- Shipping Address
- Terms
- Invoice Date
- Due Date
- Ship Via
- Shipping Date
- Tracking Number
- Invoice Number
- Service Date
- Product/Service
- Description
- Quantity
- Rate
- AmountRequired
- Tax
- Class
- Message Displayed on Invoice
- Message Displayed on Statement
- 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
- Deposit
- Class
- Department
- Location
- Currency
Action
Write
- CustomerRequired
- Total AmountRequired
- Unapplied Amount
- Transaction Date
- Payment Method
- Payment Reference Number
- Deposit To Account
- Line Amount
- Memo
- Line Linked Invoice
Action
Write
- Refund FromRequired
- Customer
- Email
- Billing Address
- Refund Receipt Date
- Refund Receipt Number
- Transaction Class
- Payment Method
- Check Number
- Print Later?
- Product/ServiceRequired
- AmountRequired
- Service Date
- Description
- Quantity
- Rate
- Tax
- Class
- Message Displayed On Refund Receipt
- Memo
- Apply Tax After Discount?
- Discount Value
- Discount Percent
- Sales Tax Rate
- Shipping
Action
Write
- Sales ReceiptRequired
- Email
Action
Write
- CustomerRequired
- Company
- Email
- Title
- First name
- Middle name
- Last name
- Suffix
- Display name as
- 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 NameRequired
- PhoneRequired
- Email
- Website
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
Action
Write
- Account NameRequired
Action
Search
- Invoice NumberRequired
Action
Search
- NameRequired
Action
Search
- Full NameRequired
- PhoneRequired
- Email
- Website
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
Action
Search or write
New Audio Transcript
Triggers when a new audio transcript has been completed after a meeting or webinar you hosted completes.
Trigger
Instant
Try It
- Meeting TypeRequired
Trigger
Instant
Try It
New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
Trigger
Instant
Try It
- Meeting TypeRequired
Action
Write
- Upcoming WebinarRequired
- EmailRequired
- First NameRequired
Action
Write
Update Zoom Meeting
This action updates a Zoom meeting. The user will provide the meeting ID as a required field and the agenda and alternative hosts as optional fields.
Action
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
- VendorRequired
- Bill Number
- Line Item
- Line Description
- AmountRequired
- Qty
- Unit Price
- Line Class
- AP Account
- Customer
- Due Date
- Transaction Date
Action
Write
- VendorRequired
- Terms
- Transaction Date
- Due Date
- Bill Number
- Department
- Global Tax Calculation
- Product/Service
- Description
- Qty
- Rate
- AmountRequired
- Billable?
- Customer
- Line Class
- Tax Code
- AP Account
- Memo
Action
Write
- Full NameRequired
- Display Name
- Title
- First Name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Website
- GST Registration Type
- GSTIN
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
- Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- 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 TypeRequired
- Payment TypeRequired
- Bank/Credit AccountRequired
- 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
- Journal Date
- Journal Number
- AccountRequired
- Debit AmountRequired
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- AccountRequired
- Credit AmountRequired
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Memo
- Currency
- Exchange Rate
Action
Write
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Note
- Message
- Line AmountRequired
- Service Date
- Line Description
- Product/Service
- Line Item Quantity
- Line Item Unit Price
- Line Item Tax Code
- Line Item Class
- Transaction Date
- Total Discount
- Payment Method
- Payment Reference Number
- Deposit To Account
- Sales Receipt Number
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
- Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- 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
- VendorRequired
- Purchase Order Status
- Mailing Address
- Shipping Address
- Purchase Order Date
- Ship Via
- Purchase Order Number
- Account
- Description
- Amount
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Customer
- Class
- Your Message to Vendor
- Memo
Action
Write
- InvoiceRequired
- EmailRequired
Action
Write
- Time Activity TypeRequired
Action
Write
- InvoiceRequired
- Customer
- Email
- Cc
- Bcc
- Send Later?
- Billing Address
- Shipping Address
- Terms
- Invoice Date
- Due Date
- Ship Via
- Shipping Date
- Tracking Number
- Invoice Number
- Service Date
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Tax
- Class
- Message Displayed on Invoice
- Message Displayed on Statement
- 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
- Deposit
- Class
- Department
- Location
- Currency
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Product NameRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
- Full NameRequired
- Display Name
- Title
- First Name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Website
- GST Registration Type
- GSTIN
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
- Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- 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 Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Trigger
Instant
Try It
- Webinar or Meeting?Required
Trigger
Instant
Try It
- Upcoming Meeting
Trigger
Instant
Try It
- Upcoming Webinar
Trigger
Instant
Try It
- Upcoming MeetingRequired
- EmailRequired
- First NameRequired
- Last Name
- Address
- City
- State
- Zip
- Country
- Phone
- Comments
- Industry
- Job Title
- Number of Employees
- Organization Name
- Purchasing Time Frame
- Role In Purchase Process
- Language
- Auto Approval
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

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 Help

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About Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

Learn more Help

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By team

QuickBooks Online + Zoom

Create Zoom meetings for new QuickBooks Online customers

New Account

New Customer

New Expense

New Invoice

New Payment

New Sales Receipt

New Vendor

Create Bill (Account Based)

Terms

Transaction Date

Due Date

Bill Number

Department

Currency

Global Tax Calculation

Description

AmountRequired

Billable?

Customer

Class

AccountRequired

Tax Code

AP Account

Memo

Create Credit Memo

CustomerRequired

Email

Send Later?

Billing Address

Credit Memo Date

Credit Memo Number

Class

AmountRequired

Service Date

Product/Service

Description

Quantity

Rate

Tax

Class

Message Displayed On Credit Memo

Memo

Apply Tax After Discount?

Discount Value

Discount Percent

Sales Tax Rate

Shipping Cost

Create Estimate

CustomerRequired

Number

Line AmountRequired

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

Create Product/Service

TypeRequired

NameRequired

Description On Sales Forms

Sales Price/Rate

Description On Purchase Forms

Cost

SKU

Category