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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Accept Project Request" from ProWorkflow.

Add your action

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

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Zapier seamlessly connects ProWorkflow 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.

Accept Project Request
Triggered when a Project Request is accepted in ProWorkflow.
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Completed Task
Triggered when a Task is completed in ProWorkflow.
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Update Company
Triggered when a Company is edited in ProWorkflow.
Trigger
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Update Contact Location
Triggered when a Contact Location is edited in ProWorkflow. Please update the location of the contact connected to Zapier, to test.
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Update Message
Triggered when a Message is edited in ProWorkflow.
Trigger
Instant
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Update Project Request
Triggered when a Project Request is edited in ProWorkflow.
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Update Shared Note
Triggered when a Shared Note is edited in ProWorkflow.
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Update Time
Triggered when a Time is edited in ProWorkflow.
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New Contact
Triggered when a Contact is added to ProWorkflow.
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New Invoice
Triggers when an Invoice is added to ProWorkflow.
Trigger
Instant
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New Pending Company
Triggered when a Pending Company is added to ProWorkflow.
Trigger
Instant
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New Project
Triggered when a Project is added to ProWorkflow.
Trigger
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New Quote
Triggered when a Quote is added to ProWorkflow.
Trigger
Instant
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New Task
Triggered when a Task is added to ProWorkflow.
Trigger
Instant
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Make Project Active
Triggered when a Project is reactivated in ProWorkflow.
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Create Timer
Triggered when a Timer is started in ProWorkflow.
Trigger
Instant
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- Project ID
  Required
- Link
  Required
- Title
Action
Write
- Tag ID
- Name
  Required
- Type
  Required
- Address 1
- Address 2
- Address 3
- API Fields
- City
- Country
- Email
- Facebook
- Fax
- LinkedIn URL
- Phone
- State
- Twitter
- Zip Code
Action
Write
- Task ID
  Required
- Contact ID
  Required
Action
Write
- Project ID
  Required
- Name
  Required
- Cost
  Required
- Date
- Description
- Taxable
- Invoiced
Action
Write
- Category ID
  Required
- Name
  Required
- Contacts
- API Fields
- Complete Date
- Description
- Due Date
- Order
- Order Level
- Priority
- Start Date
- Time Allocated
- Type
Action
Write
- Company ID
  Required
- Contact ID
  Required
- Invoice Title
  Required
- Project ID
- Invoice Number
- Company Name
- Contact Name
- Due Date
- Line Item Name
- Line Item Quantity
- Line Item Rate
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
- Description
- Terms
- Invoiced Date
- Mark Project as Invoiced
- Show Cost Breakdown
- Discount Description
- Discount Value
- Taxable
- Tax Rate
- API Fields
Action
Write
- Title
  Required
- Project Number
- Client Company ID
  Required
- Category ID
- Manager ID
- Priority
- Start Date
- Due Date
- Internal Client Contact ID
- Internal Client Group ID
- API Fields
- Autonumber Option ID
- Client Access
- Clients
- Complete Date
- Contractors
- Custom Fields
- Custom Form Content
- Custom Form Title
- Custom Status ID
- Description
- Email Alerts
- Group ID
- Invoice Total
- Private Notes
- Quote Total
- Staff
- Template ID
- Time Allocated
Action
Write
- Quote ID
  Required
- Line Item Name
- Line Item Quantity
- Line Item Rate
- Line Item Description
- Line Item Taxable
Action
Write
- Project ID
  Required
- Shared Note Title
  Required
- Shared Note Content
  Required
Action
Write
- Tag Name
  Required
Action
Write
- Name
  Required
- Project ID
  Required
- Contacts
- Category ID
- Template ID
- Add Template Contacts
- API Fields
- Billable
- Complete Date
- Description
- Due Date
- Order
- Order Level
- Priority
- Start Date
- Time Allocated
- Type
- Service Name
- Service Description
- Service Rate
Action
Write
- Project Request ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Project ID
  Required
- Bookmark ID
  Required
Action
Write
- Contact ID
  Required
Action
Write
- Invoice ID
  Required
Action
Write
- Project ID
  Required
Action
Write
- Quote ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Project ID
  Required
- Bookmark ID
  Required
- Title
- Link
Action
Write
- Contact ID
  Required
- Address 1
- Address 2
- Address 3
- Allow Login
- API Fields
- City
- Company ID
- Country
- Email
- Facebook
- Fax
- First Name
- Last Name
- Linkedin
- Mobile Phone
- Password
- State
- Title
- Twitter
- Username
- Workphone
- Zipcode
Action
Write
- Invoice ID
  Required
- Invoice Title
- Invoice Number
- Status
- Company Name
- Contact Name
- Paid Date
- Due Date
- Address Line 1
- Line Item Name
- Line Item Quantity
- Line Item Rate
- Address Line 2
- City
- State
- Zip Code
- Country
- Description
- Invoiced Date
- Project ID
- Show Cost Breakdown
- Discount Description
- Discount Value
- Taxable
- Tax Rate
- API Fields
Action
Write
- Project ID
  Required
- Accounted For
- API Fields
- Category ID
- Clients
- Company ID
- Complete Date
- Contractors
- Custom Form Content
- Custom Form Title
- Custom Status ID
- Description
- Due Date
- Group ID
- Internal Client Contact ID
- Internal Client Group ID
- Invoiced
- Invoice Total
- Manager ID
- Number
- Paid
- Priority
- Private Notes
- Quote Total
- Staff
- Start Date
- Time Allocated
- Title
- Custom Fields
- Supress Hook
Action
Write
- Quote ID
  Required
- Quote Title
- Approved Date
- Status
- Contact Name
- Quote Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
- Description
- Quoted By
- Quoted Date
- Show Cost Breakdown
- Custom Field Value
- Valid to Date
- Client View
- Discount Description
- Discount Value
- Project ID
- Taxable
- Tax Rate
- API Fields
Action
Write
- Task ID
  Required
- API Fields
- Billable
- Category ID
- Complete Date
- Contacts
- Description
- Due Date
- Name
- Order
- Order Level
- Priority
- Start Date
- Time Allocated
- Type
- Service Name
- Service Description
- Service Rate
- Suppress Hook
Action
Write
- Project ID
  Required
Action
Write
- Contact ID
  Required
- Tag ID
  Required
Action
Write
- Time Record ID
  Required
Action
Write
- Name
  Required
Action
Search
- Contractor Name
- Search Email
Action
Search
- Search Message Title
Action
Search
- Search Quote Title
- Search Quote Number
Action
Search
- Search Task Name
- Search Task Description
- Project ID
Action
Search
- Name
  Required
- Company Name
  Required
- Company Type
  Required
- Address Part 1
- City
- State
- Zipcode
- Email
- Phone
Action
Search or write
- Contractor Name
- Search Email
- First Name
  Required
- Last Name
  Required
- Company ID
  Required
- Title
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
- Email
- Mobile Phone
- Work Phone
Action
Search or write
- Search Project Title
- Search Project Number
- Search Project Description
- Search Project Custom Form
- Title
  Required
- Project Number
- Client Company ID
  Required
- Priority
- Start Date
- Due Date
- Internal Client Contact ID
- Internal Client Group ID
- Autonumber Option ID
- Client Access
- Clients
- Complete Date
- Contractors
- Custom Fields
- Custom Form Content
- Custom Form Title
- Custom Status ID
- Description
- Email Alerts
- Group ID
- Private Notes
- Quote Total
- Staff
- Template ID
- Time Allocated
- Category ID
- Manager ID
Action
Search or write
- Search Name
- Search Email
- Company ID
  Required
- First Name
  Required
- Last Name
  Required
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
- Allow Login
- Username
- Password
- Role ID
- Group ID
- Email
- Mobilephone
- Workphone
Action
Search or write
New Account
Triggers when you add a new account.
Trigger
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New Bill
Triggers when a new bill is added.
Trigger
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Estimate Emailed
Triggers when an estimate is emailed.
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New Expense
Triggers when a new expense is added.
Trigger
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Invoice Emailed
Triggers when an invoice is emailed.
Trigger
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New Bill Payment
Triggers when a new bill paid.
Trigger
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New Deposit
Triggers when a there is a new deposit.
Trigger
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New Paid Invoice
Triggers when the balance of an invoice becomes zero.
Trigger
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New Project
Triggers when a new project is created.
Trigger
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New Time Entry
Triggers when a new time entry is created.
Trigger
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New Purchase Order
Triggers when a new purchase order is added.
Trigger
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New Supplier Credit
Triggers when a new supplier credit is created.
Trigger
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Updated Credit Memo
Triggers when a credit memo is updated.
Trigger
Instant
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Updated Estimate
Triggers when an existed estimate is updated.
Trigger
Instant
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New Vendor
Triggers when a new vendor is added.
Trigger
Instant
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- Vendor
  Required
- Bill Number
- Line_item
- Line_description
- Amount
  Required
- Qty
- Unit Price
- Line_class
- AP Account
- Customer
- Due_date
- Transaction Date
Action
Write
- Vendor
  Required
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Global_tax_calculation
- Product/Service
- Description
- Qty
- Rate
- Amount
  Required
- Billable?
- Customer
- Line_class
- Tax_code
- AP Account
- Memo
Action
Write
- Primary Email Address
- Given Name
  Required
- Family Name
  Required
- Middle Name
- Employee Phone Number
- Birth Date
- Billable Time
- Active
- Release Date
- Cost Rate
- Employee Mobile
- Gender
- Hired Date
- Organization
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Address Line 5
Action
Write
- Full Name
  Required
- Display_name
- Title
- First Name
- Middle name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Other
- Website
- Active
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Notes
- Currency
- Taxable
- Tax_code
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred_payment_method
- Preferred_delivery_method
- Terms
- Customer_type
Action
Write
- Payee_type
  Required
- Payment_type
  Required
- Bank/Credit Account
  Required
- 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
- Tax_code
- Total_tax
- Tax_calculation
- Department
- Location
- Currency
- Exchange Rate
Action
Write
- Journal Date
- Journal_number
- Auto Generate Journal Entry Number
- Account
  Required
- Debit_amount
  Required
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Account
  Required
- Credit_amount
  Required
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Memo
- Currency
- Exchange_rate
Action
Write
- Info
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Note
- Message
- Line_amount
  Required
- 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
- Auto Generate Sales Receipt Number
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- 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
- Vendor
  Required
- Purchase Order Status
- Mailing_address
- Shipping_address
- Purchase Order Date
- Ship Via
- Purchase Order Number
- PO Email
- Account
- Description
- Amount
- Customer
- Class
- Product/Service
  Required
- Description
- Quantity
  Required
- Rate
- Amount
  Required
- Customer
- Class
- Your Message to Vendor
- Memo
Action
Write
- Estimate Id
  Required
Action
Write
- Sales_receipt
  Required
- Email
Action
Write
- Bill ID
  Required
- Vendor
- AP Account
- Transaction Date
- Due Date
- Line ID
- Amount
- Description
- Account
- Customer
- Class
- Tax Code
- Billable Status
- Currency
- Exchange Rate
- Private Note
- Global Tax Calculation
- Total Amount
- Sales Terms
- Department
- Document Number
- Include in Annual TPAR
Action
Write
- Estimate ID
  Required
- Customer
- Transaction Date
- Shipping Date
- Detail Type
- Amount
- Description
- Item
- Unit Price
- Quantity
- Tax Code
- Discount Percent
- Print Status
- Email Status
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State/Province
- Shipping Address Postal Code
- Shipping Address Country
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address State/Province
- Billing Address Postal Code
- Billing Address Country
- Class
- Sales Terms
- Shipping Method
- Tracking Number
- Document Number
- Accepted By
- Accepted Date
- Exchange Rate
- Department
- Apply Tax After Discount
- Private Note
- Customer Memo
- Expiration Date
- Transaction Status
Action
Write
- Item
  Required
- Name
- Type
- SKU
- Sales Tax Included
- Sales Tax Code
- Class
- Source
- Purchase Tax Included
- Description
- Sub Item
- Taxable
- Purchase Description
- Active
- Purchase Cost
- Unit Price
Action
Write
- Sales Receipt ID
  Required
- Customer
- Transaction Date
- Shipping Date
- Info
- Detail Type
- Amount
- Description
- Item
- Unit Price
- Quantity
- Discount Percent
- Total Amount
- Print Status
- Email Status
- Payment Reference Number
- Deposit To Account
- Payment Method
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State/Province
- Shipping Address Postal Code
- Shipping Address Country
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address State/Province
- Billing Address Postal Code
- Billing Address Country
- Tracking Number
- Class
- Department
- Private Note
- Customer Memo
Action
Write
- Full Name
  Required
- Phone
- Email
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Company__name
- Vendor__1099
Action
Write
- Invoice ID
Action
Write
- Account Name
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search
- Info
- ID
- Name
Action
Search
- Info
- ID
- Display Name
Action
Search
- Info
- Product Name
- SKU
Action
Search
- Search By
  Required
Action
Search
- Info
- Product Name
- SKU
Action
Search
- Search Field
  Required
- Search Value
  Required
- Full Name
  Required
- Display_name
- Title
- First Name
- Middle name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Other
- Website
- Active
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Notes
- Currency
- Taxable
- Tax_code
- 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
- Search By
  Required
- Info
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Note
- Message
- Line_amount
  Required
- 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
- Auto Generate Sales Receipt Number
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- 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
Search or write
- Full Name
  Required
- Phone
- Email
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Company__name
- Vendor__1099
Action
Search or write

Complete Project
Triggered when a Project is completed in ProWorkflow.
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Remove Project Request
Triggered when a Project Request is declined in ProWorkflow.
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Update Contact
Triggered when a Contact is edited in ProWorkflow.
Trigger
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Update Invoice
Triggered when an Invoice is edited in ProWorkflow.
Trigger
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Update Project
Triggered when a Project is edited in ProWorkflow.
Trigger
Instant
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Update Quote
Triggered when a new Quote is added in ProWorkflow.
Trigger
Instant
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Update Task
Triggered when a Task is edited in ProWorkflow.
Trigger
Instant
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New Company
Triggered when a Company is added to ProWorkflow.
Trigger
Instant
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New File
Triggered when a File is added to ProWorkflow.
Trigger
Instant
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New Message
Triggered when a Message is added to ProWorkflow.
Trigger
Instant
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New Pending Contact
Triggered when a Pending Contact is added to ProWorkflow.
Trigger
Instant
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New Project Request
Triggered when a Project Request is added to ProWorkflow.
Trigger
Instant
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New Shared Note
Triggers when a new Shared Note is added to a Project.
Trigger
Instant
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New Time
Triggered when a Time is added to ProWorkflow. Please check that you have recorded at least one time record in the last 2 weeks.
Trigger
Instant
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Make Task Active
Triggered when a Task is reactivated in ProWorkflow.
Trigger
Instant
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Finish Timer
Triggered when a Timer is stopped in ProWorkflow.
Trigger
Instant
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- Project ID
  Required
- Client ID
  Required
Action
Write
- Company ID
  Required
- First Name
  Required
- Last Name
  Required
- Type
  Required
- Address 1
- Address 2
- Address 3
- Allow Login
- API Fields
- City
- Country
- Email
- Facebook
- Fax
- Group ID
- LinkedIn
- Mobilephone
- Password
- Role ID
- State
- Tag ID
- Title
- Twitter
- Username
- Workphone
- Zipcode
Action
Write
- Project ID
  Required
- Contractor ID
  Required
Action
Write
- Content
  Required
- Name
  Required
- Folder ID
- Task ID
- Project ID
Action
Write
- Invoice ID
  Required
- Line Item Name
- Line Item Quantity
- Line Item Rate
- Line Item Description
- Line Item Taxable
Action
Write
- Contacts
- Content
- Original Message ID
- Project ID
- Task ID
- Title
- Files
- Notifications
- Public
Action
Write
- Title
  Required
- API Fields
- Budget
- Contact ID
- Custom Form Content
- Custom Form Title
- Description
- Division ID
- Due Date
- Group ID
- Start Date
- Template ID
- Custom Fields
Action
Write
- Contact ID
  Required
- Quote Title
  Required
- Line Name
- Line Item Quantity
- Line Rate
- Contact Name
- Quote Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
- Description
- Quoted By
- Quoted Date
- Show Cost Breakdown
- Custom Field Value
- Valid to Date
- Client View
- Discount Description
- Discount Value
- Project ID
- Taxable
- Tax Rate
- API Fields
Action
Write
- Project ID
  Required
- Staff ID
  Required
Action
Write
- Tag ID
  Required
- Contact ID
  Required
Action
Write
- Start Time
  Required
- Task ID
  Required
- Time Tracked
  Required
- End Time
- API Fields
- Contact ID
- Notes
Action
Write
- Project ID
  Required
Action
Write
- Project Request ID
  Required
Action
Write
- Company ID
  Required
Action
Write
- File ID
  Required
Action
Write
- Message ID
  Required
Action
Write
- Project Request ID
  Required
Action
Write
- Tag ID
  Required
Action
Write
- Time Record ID
  Required
Action
Write
- Company ID
  Required
- Address 1
- Address 2
- Address 3
- API Fields
- City
- Code
- Country
- Email
- Facebook
- Fax
- LinkedIn
- Name
- Phone
- State
- Twitter
- Type
- Zipcode
Action
Write
- Contact ID
  Required
- Address
  Required
- Latitude
  Required
- Longitude
  Required
Action
Write
- Message ID
  Required
- Contacts
- Notifications
- Public
Action
Write
- Project Request ID
  Required
- API Fields
- Budget
- Custom Form Content
- Custom Form Title
- Description
- Due Date
- Start Date
- Title
- Custom Fields
Action
Write
- Tag ID
  Required
- Change Name To
  Required
Action
Write
- Time Record ID
  Required
- API Fields
- Contact ID
- End Time
- Notes
- Start Time
- Time Tracked
Action
Write
- Task ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Name
- Search Email
Action
Search
- Name
- Search Email
Action
Search
- Search Invoice Title
- Search Invoice Number
Action
Search
- Search Project Title
- Search Project Number
- Search Project Description
- Search Project Custom Form
Action
Search
- Search Name
- Search Email
Action
Search
- Name
- Search Email
- First Name
  Required
- Last Name
  Required
- Client Company ID
  Required
- Email
- Mobile Phone Number
- Work Phone Number
- Address Line 1
- City
- State
- Country
- Zipcode
- Allow Client Login?
- Username
- Password
- View All Company Projects
- View All Project Tasks
- View Quotes and Invoices
- View Time Information
- View Calendar
- View Archived Projects
- View Timeline
Action
Search or write
- Name
- Search Email
- Company ID
  Required
- First Name
  Required
- Last Name
  Required
- Type
  Required
- Allow Login
- Username
- Password
- Role ID
- Group ID
- Tag ID
- Facebook
- LinkedIn
- Twitter
- Email
- Title
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State
- Zip Code
- Country
- Mobile Phone
- Work Phone
- API Fields
Action
Search or write
- Search Invoice Title
- Search Invoice Number
- Company ID
- Contact ID
  Required
- Invoice Title
  Required
- Project ID
- Invoice Number
- Company Name
- Contact Name
- Due Date
- Line Item Name
- Line Item Quantity
- Line Item Rate
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
- Description
- Terms
- Invoiced Date
- Mark Project as Invoiced
- Show Cost Breakdown
- Discount Description
- Discount Value
- Taxable
- Tax Rate
- API Fields
Action
Search or write
- Search Quote Title
- Search Quote Number
- Contact ID
  Required
- Quote Title
  Required
- Line Name
- Line Item Quantity
- Line Rate
- Contact Name
- Quote Number
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
- Description
- Quoted By
- Quoted Date
- Show Cost Breakdown
- Custom Field Value
- Valid to Date
- Client View
- Discount Description
- Discount Value
- Project ID
- Taxable
- Tax Rate
- API Fields
Action
Search or write
- Search Task Name
- Search Task Description
- Project ID
  Required
- Name
  Required
- Description
- Contacts
- Time Allocated
- Service Name
- Service Description
- Service Rate
- Start Date
- Due Date
- Complete Date
- Type
- Priority
- Billable
- Order
- Order Level
- Category ID
- Template ID
- Add Template Contacts
Action
Search or write
New Bank Transaction
Triggers when a new bank transaction is created.
Trigger
Instant
Try It
New Customer
Triggers when you add a new customer.
Trigger
Instant
Try It
New Estimate
Triggers when you add a new estimate.
Trigger
Instant
Try It
- Days
  Required
Trigger
Polling
Try It
New Invoice
Triggers when you add a new invoice.
Trigger
Instant
Try It
New Credit Memo
Triggers when a new credit memo is created.
Trigger
Instant
Try It
New Journal Entry
Triggers when a new journal entry is created.
Trigger
Instant
Try It
New Product
Triggers when a new product is created.
Trigger
Instant
Try It
New Refund Receipt
Triggers when there is a new refund receipt.
Trigger
Instant
Try It
New Payment
Triggers when a payment is received (with line item support).
Trigger
Instant
Try It
New Sales Receipt
Triggers when a new sales receipt is added.
Trigger
Instant
Try It
Updated Bill
Triggers when a bill is updated.
Trigger
Instant
Try It
Updated Customer
Triggers when an existing customer is updated.
Trigger
Instant
Try It
Updated Invoice
Triggers when an invoice is updated.
Trigger
Instant
Try It
- Attachment Type
  Required
Action
Write
- Vendor
  Required
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Currency
- Exchange Rate
- Global_tax_calculation
- Description
- Amount
  Required
- Billable?
- Customer
- Class
- Account
  Required
- Tax_code
- AP Account
- Memo
Action
Write
- Deposit To Account
  Required
- Transaction Date
- Private Note
- Currency
- Exchange Rate
- Global Tax Calculation
- Department
- Transaction Source
- Transaction Location Type
- Amount
  Required
- Account
  Required
- Payment Method
- Description
- Transaction Type
- Entity
- Class
- Check Number
- Tax Code
- Tax Applicable On
- Cash Back Account
- Cash Back Amount
- Cash Back Memo
Action
Write
- Customer
  Required
- Email
- Send Later?
- Billing_address
- Credit_memo_date
- Credit_memo_number
- Auto Generate Credit Memo Number
- Class
- Amount
  Required
- 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
- Customer
  Required
- Number
- Line_amount
  Required
- Line_description
- Line Item/Product
- Line Item Quantity
- Line_item_tax_code
- Line Item Service Date
- Rate
- Tax_calculation
- Transaction Date
- Expiration_date
- Ship Date
- Message displayed on estimate
- Billing_address
- Billing Address City
- Billing Address Country
- Billing Address Postal Code
- Billing Address State/Province
- Shipping_address
- Shipping Address City
- Shipping Address Country
- Shipping Address Postal Code
- Shipping Address State/Province
- Shipping amount
- Bill Email
- Send later
- Discount_value
- Discount_percent
- Class
- Sales Terms
- Shipping Method
- Tracking Number
- Private Note
- Transaction Status
- Apply Tax After Discount
- Print Status
- Department
Action
Write
- Type
  Required
- Name
  Required
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- SKU
- Category
- Is Taxable?
Action
Write
- Info
- Customer
  Required
- Email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Invoice Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Invoice Number
- Auto Generate Invoice Number
- Service Date
- Product/Service
- Description
- Quantity
- Rate
- Helptext_line_amount
- Amount
- Tax
- Class
- Add Bundle Item to invoice?
- Message Displayed on Invoice
- Message Displayed on Statement
- Project ID
- 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
- Deposit To Account
- Class
- Department
- Location
- Currency
- Exchange Rate
Action
Write
- Customer
  Required
- Total Amount
  Required
- Unapplied Amount
- Transaction Date
- Payment_method
- Payment Reference Number
- Deposit To Account
- Line_amount
- Line Linked Invoice
- Memo
Action
Write
- Refund_from
  Required
- Customer
- Email
- Billing_address
- Refund_receipt_date
- Refund_receipt_number
- Transaction_class
- Payment_method
- Check_number
- Print Later?
- Product/Service
  Required
- Amount
  Required
- 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
- Info
- Invoice
  Required
- Email
Action
Write
- Time Activity Type
  Required
Action
Write
- Customer
  Required
- 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
- Job/Parent Customer
- Active
- Customer_type
- Preferred_payment_method
- Taxable
- Tax_code
- Tax Registration Number
- Currency
Action
Write
- Invoice
  Required
- Customer
- Email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Invoice Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Invoice Number
- Auto Generate 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
- Purchase ID
  Required
- Vendor/Customer/Employee
- Payment Type
  Required
- Account
- Transaction Date
- Payment Method
- Document Number
- Private Note
- Total Amount
- Department
- Transaction Location Type
- Currency
- Exchange Rate
- Global Tax Calculation
- Tax Code
- Total Tax
- Line Item Detail Type
  Required
Action
Write
- Select Vendor
  Required
- Title
- Given Name
- Middle Name
- Suffix
- Family Name
- Primary Email Address
- Display Name
- Fax number
- Business Number
- Currency Code
- Currency Name
- Mobile Phone Number
- Primary Phone Number
- Alternate Phone Number
- Active
- Vendor 1099
- Cost Rate
- Billing Rate
- Web Address
- Company Name
- Tax Identifier
- Account Number
- Print On Check Name
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__country
- Address__zip_code
- Balance
Action
Write
- Vendor
  Required
- Transaction Date
- Document Number
- Currency
- Exchange Rate
- Location
- Department
- Tax Calculation
- Memo
- Account
- Description
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Billable Status
- Tax Code
- Customer
- Class
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Type
  Required
- Id
  Required
Action
Search
- Estimate Id
- Doc Number
- Customer Name
- Transaction Date
- Total Amount
Action
Search
- WHERE Clause
  Required
Action
Search
- Id
  Required
Action
Search
- Info
- Purchase ID
- Document Number
- Vendor ID
- Vendor Name
- Transaction Date
- Total Amount
- Payment Type
Action
Search
- Info
- Invoice Number
- Invoice ID
- Invoice Date
- Due Date
Action
Search
- Name
  Required
Action
Search
- Info
- ID
- Display Name
- Primary Email Address
- Given Name
  Required
- Family Name
  Required
- Middle Name
- Employee Phone Number
- Birth Date
- Billable Time
- Active
- Release Date
- Cost Rate
- Employee Mobile
- Gender
- Hired Date
- Organization
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Address Line 5
Action
Search or write
- Info
- Product Name
  Required
- SKU
- Type
  Required
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- Category
- Is Taxable?
Action
Search or write

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Automate your lead management and improve conversions

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Interact with Companies, Contacts, Projects, Tasks, Time, Quotes & Invoices. Take full control of integrating with ProWorkflow to build a better team.

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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.

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Supported triggers and actions

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

Connect ProWorkflow and QuickBooks Online to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Learn how to automate QuickBooks Online on the Zapier blog

How to automate invoices with QuickBooks Online and Zapier

4 ways to automate QuickBooks Online

Make work flow with AI

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