Salpo CRM + QuickBooks Online Integrations

How to connect Salpo CRM + QuickBooks Online

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Supported triggers and actions

What does this mean?

New Communication
Triggers when a new Communication is saved. Apply further filters such as subject line equals = 'something' or if it's standard or scheduled.
Trigger
Scheduled
New Module
Triggers when a new custom module is created.
Trigger
Scheduled
New Contact
Triggers when a new Contact is created (Individual or Organisation).
Trigger
Scheduled
New Opportunity
Triggers when a new Opportunity is created.
Trigger
Scheduled
New Organisation
Creates a new Organisation
Action
Write
New Individual
Creates a new Individual
Action
Write
New Opportunity
Creates a new, In-progress Opportunity
Action
Write
New Scheduled Communication
Schedules a Communication
Action
Write
Salpo CRM
Add a file to a Contact record
Scheduled
Action
Salpo CRM
Add a file to a Custom Module record
Scheduled
Action
Salpo CRM
Link files to an Opportunity using the file URL.
Scheduled
Action
Salpo CRM
Finds Contacts by Custom Field value
Scheduled
Action
Salpo CRM
Retrieves all Opportunity details including products
Scheduled
Action
Salpo CRM
Creates a standard Communication to record previous notes
Scheduled
Action
Salpo CRM
Creates a Custom Connection between two Modules
Scheduled
Action
Salpo CRM
Creates a new record of a custom Module
Scheduled
Action
Salpo CRM
Creates a new Standard Connection between two modules (e.g Contact to Contact, Contact to Module)
Scheduled
Action
Salpo CRM
Update Individuals or Organisations
Scheduled
Action
Salpo CRM
Search for a Contact and update a custom connection between Contacts or Modules
Scheduled
Action
Salpo CRM
Update custom Modules
Scheduled
Action
Salpo CRM
Update an Opportunity
Scheduled
Action
Salpo CRM
Finds a Contact by ID and returns all Contact information
Scheduled
Action
Salpo CRM
Use a Contact ID and select the Connection Type to retrieve the Connection ID. Useful for updating a Contact custom Connection.
Scheduled
Action
Salpo CRM
Finds Individuals using an email address
Scheduled
Action
Salpo CRM
Find and retrieve a custom module record by ID. Returns standard and custom data.
Scheduled
Action
Salpo CRM
Find a file linked to a Module. Search files using the file label or name
Scheduled
Action
Salpo CRM
Finds Organisations by name. Useful if you want to create or update an Organisation.
Scheduled
Action
Salpo CRM
Use a Contact ID and select the Connection Type to retrieve the Connection ID. Useful for updating a Contact custom Connection.
Scheduled
Action
Salpo CRM
Finds Individuals using an email address
Scheduled
Action
Salpo CRM
Finds Organisations by name. Useful if you want to create or update an Organisation.
Scheduled
Action
QuickBooks Online
Triggered when you add a new account.
Scheduled
Trigger
QuickBooks Online
Triggers when a new bill is added.
Scheduled
Trigger
QuickBooks Online
Triggered when you add a new customer.
Scheduled
Trigger
QuickBooks Online
Triggered when you add a new estimate.
Scheduled
Trigger
QuickBooks Online
Triggers when a new expense is added.
Scheduled
Trigger
QuickBooks Online
Triggered when you add a new invoice.
Scheduled
Trigger
QuickBooks Online
Triggered when you add a new invoice (with line item support).
Scheduled
Trigger
QuickBooks Online
Triggered when a new sales receipt is added (with line item support).
Scheduled
Trigger
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

How Salpo CRM + QuickBooks Online Integrations Work

Step 1: Authenticate Salpo CRM and QuickBooks Online.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Salpo CRM + QuickBooks Online

About Salpo CRM

This is an easy to use tool, used to manage CRM

Related categories

CRM (Customer Relationship Management)

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