Skip to content

Connect PEP Cloud and QuickBooks Online to unlock the power of automation

  • No credit card required
  • Free forever for core features
  • 14-day trial for premium features and apps
Choose a Trigger
Choose an Action
Google Logo Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate PEP Cloud with QuickBooks Online - no code necessary. See how you can get setup in minutes.

100%
Help
PEP Cloud logo
PEP Cloud
PEP Cloud logo
PEP Cloud
1. Choose trigger event
QuickBooks Online logo
QuickBooks Online
QuickBooks Online logo
QuickBooks Online
2. Choose action
PEP Cloud logo
1. Select the event
Setup
Test
PEP Cloud logo
PEP Cloud
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Client Created" from PEP Cloud.

Add your action

An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.

You’re connected!

Zapier seamlessly connects PEP Cloud and QuickBooks Online, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • PEP Cloud triggers, actions, and search
    Client Created

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
    • First Name
    • Last Name
    • Company Name
    • Address1
    • Address2
    • City
    • State
    • Zipcode
    • Country
    • Phone
    • Fax
    • Cell
    • Email
    • Lead?
    • Lead Source
    • Color Dot Color
    Action
    Write
  • QuickBooks Online triggers, actions, and search
    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect PEP Cloud and QuickBooks Online to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate QuickBooks Online on the Zapier blog

Make work flow with AI

Level up your PEP Cloud to QuickBooks Online integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about PEP Cloud + QuickBooks Online integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with PEP Cloud and QuickBooks Online

How can I connect PEP Cloud with QuickBooks Online?

To connect PEP Cloud with QuickBooks Online, you first need to create a Zap from your Zapier dashboard. Once there, select PEP Cloud as your trigger app and choose the specific trigger event like 'New Project Created'. Then, set QuickBooks Online as the action app and configure it to perform actions such as 'Create Invoice' or 'Add Customer' based on the trigger.

What triggers are available in PEP Cloud for integration?

In PEP Cloud, you can use triggers such as 'New Contact Added', 'Project Status Updated', and 'New Task Created'. These triggers will prompt actions in connected apps like QuickBooks Online.

Which actions can be performed in QuickBooks Online through this integration?

Through the integration, you can perform actions in QuickBooks Online such as creating new invoices, adding customers or updating an existing entry based on activities occurring in PEP Cloud.

Are there any prerequisites for setting up the integration between PEP Cloud and QuickBooks Online?

Yes, ensure that you have active accounts for both PEP Cloud and QuickBooks Online. Additionally, API access should be enabled for both applications to allow communication through Zapier.

Can changes made in QuickBooks Online trigger an update back to PEP Cloud?

Currently, our integration supports one-way data flow from PEP Cloud to QuickBooks Online. Updates made directly in QuickBooks do not automatically sync back to PEP Cloud.

Is it possible to customize the data sent from PEP Cloud to QuickBooks?

Yes, during the setup of your Zap, you can map data fields from PEP Cloud to corresponding fields in QuickBooks Online. This allows for tailored data transfers based on each unique project or customer entry.

What should I do if the integration between my apps stops working?

If the integration stops working, first verify that both accounts are still active and that API permissions haven't changed. You can also check our support pages for troubleshooting steps or contact our support team for further assistance.

pep-cloud logo
About PEP Cloud
PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.
Related categories
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.
Related categories
Similar apps
Xero integrationsXero integrations
Xero
Accounting
FreeAgent integrationsFreeAgent integrations
FreeAgent
Accounting
Wave integrationsWave integrations
Wave
Accounting

Connect PEP Cloud to QuickBooks Online on the world's largest no-code automation platform

Google Logo Sign up with Google