Flexie CRM + Quickbooks Online Integration

Integrate Flexie CRM to Quickbooks Online in one click, or tell Integrately AI how you want each deal handled. Create invoices instantly, sync customer details, update your accounting records, and eliminate manual data entry automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
  • Quickbooks Online
    Credit memo is created in Quickbooks Online
  • Quickbooks Online
    Employee is updated in Quickbooks Online
  • Quickbooks Online
    Account is updated in Quickbooks Online
  • Quickbooks Online
    Account is created in Quickbooks Online
  • Quickbooks Online
    Incoming account is created in Quickbooks Online
  • Quickbooks Online
    Customer is created in Quickbooks Online
  • Quickbooks Online
    Customer is updated in Quickbooks Online
  • Quickbooks Online
    Invoice is created in Quickbooks Online
  • Quickbooks Online
    Payment is created in Quickbooks Online
  • Quickbooks Online
    Sales receipt is created in Quickbooks Online
  • Quickbooks Online
    Estimate is created in Quickbooks Online
  • Quickbooks Online
    Estimate is created or updated in Quickbooks Online
  • Quickbooks Online
    Bill is created in Quickbooks Online
  • Quickbooks Online
    Employee is created in Quickbooks Online
  • Quickbooks Online
    Item is created in Quickbooks Online
  • Quickbooks Online
    Expense is created in Quickbooks Online
  • Quickbooks Online
    Time activity is created in Quickbooks Online
  • Quickbooks Online
    Tax code is created in Quickbooks Online
  • Quickbooks Online
    Vendor is created in Quickbooks Online
  • Quickbooks Online
    Asset account is created in Quickbooks Online
Arrow Right
2.
  • Flexie CRM
    Create contact in Flexie CRM
  • Flexie CRM
    Update contact in Flexie CRM
  • Flexie CRM
    Search contact in Flexie CRM
  • Flexie CRM
    Create deal in Flexie CRM
  • Flexie CRM
    Update deal in Flexie CRM
  • Flexie CRM
    Search deal in Flexie CRM
  • Flexie CRM
    Update custom entity in Flexie CRM
  • Flexie CRM
    Create account in Flexie CRM
  • Flexie CRM
    Search account in Flexie CRM
  • Flexie CRM
    Update account in Flexie CRM
  • Flexie CRM
    Create custom entity in Flexie CRM
  • Flexie CRM
    Search custom entity in Flexie CRM
  • Flexie CRM
    Create lead in Flexie CRM
  • Flexie CRM
    Search lead in Flexie CRM
  • Flexie CRM
    Update lead in Flexie CRM
  • Quickbooks Online
    Delete invoice in Quickbooks Online
  • Quickbooks Online
    Get estimate pdf by id in Quickbooks Online
  • Quickbooks Online
    Create journal entry in Quickbooks Online
  • Quickbooks Online
    Search product/service by FullyQualifiedName in Quickbooks Online
  • Quickbooks Online
    Search invoice by Invoice number in Quickbooks Online
  • Quickbooks Online
    Create deposit in Quickbooks Online
  • Quickbooks Online
    Update invoice in Quickbooks Online
  • Quickbooks Online
    Create invoice in Quickbooks Online
  • Quickbooks Online
    Create customer in Quickbooks Online
  • Quickbooks Online
    Search customer by name in Quickbooks Online
  • Quickbooks Online
    Update customer in Quickbooks Online
  • Quickbooks Online
    Get estimate pdf by id(deprecated) in Quickbooks Online
  • Quickbooks Online
    Create sales receipt in Quickbooks Online
  • Quickbooks Online
    Send sales receipt in Quickbooks Online
  • Quickbooks Online
    Create estimate in Quickbooks Online
  • Quickbooks Online
    Find estimate in Quickbooks Online
  • Quickbooks Online
    Search customer by email in Quickbooks Online
  • Quickbooks Online
    Get invoice pdf in Quickbooks Online
  • Quickbooks Online
    Get invoice by id in Quickbooks Online
  • Quickbooks Online
    Search payment method by name in Quickbooks Online
  • Quickbooks Online
    Create credit memo in Quickbooks Online
  • Quickbooks Online
    Search term by name in Quickbooks Online
  • Quickbooks Online
    Search class by name in Quickbooks Online
  • Quickbooks Online
    Search active tax code by name in Quickbooks Online
  • Quickbooks Online
    Create time activity in Quickbooks Online
  • Quickbooks Online
    Create payment in Quickbooks Online
  • Quickbooks Online
    Search product/service in Quickbooks Online
  • Quickbooks Online
    Create product/service in Quickbooks Online
  • Quickbooks Online
    Search multiple items in Quickbooks Online
  • Quickbooks Online
    Create purchase order in Quickbooks Online
  • Quickbooks Online
    Create bill in Quickbooks Online
  • Quickbooks Online
    Get customer by id in Quickbooks Online
  • Quickbooks Online
    Get tax rate by id in Quickbooks Online
  • Quickbooks Online
    Search vendor in Quickbooks Online
  • Quickbooks Online
    Create vendor in Quickbooks Online
  • Quickbooks Online
    Find account by name in Quickbooks Online
  • Quickbooks Online
    Create refund receipt in Quickbooks Online
  • Quickbooks Online
    Create expense in Quickbooks Online
  • Quickbooks Online
    Update product/service in Quickbooks Online

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Flexie CRM + Quickbooks Online Integration

Create invoices, sync customers, track expenses, and update financial records, all in just one click.

Most popular automationsmost-popular-automations
Quickbooks Online + Flexie CRM Integration

Create Flexie CRM contact from new Quickbooks Online customer

If you're an ecommerce business owner who uses Quickbooks Online to power your online store, you'll be happy to know that when a new contact is created in Flexie CRM, this automation will automatically create a customer in Quickbooks Online.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
See more
Quickbooks Online + Flexie CRM Integration

Create Flexie CRM contact from new Quickbooks Online order

As an online store owner, you're likely using Quickbooks Online to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Quickbooks Online with Flexie CRM? This integration will allow you to automatically create a contact for each new order in Flexie CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Flexie CRM + Quickbooks Online flow

Connect customer data, notify teams, update financial records, and trigger downstream tasks across your entire software stack. Pick a combination and activate it in one click.

Flexie CRM
Quickbooks Online
+
StripeStripe (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
ShopifyShopify (4)
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (4)
F
Q
S
Create a Quickbooks Online invoice when a Flexie CRM deal is won, and record the payment in Stripe.
Every won Flexie CRM deal immediately triggers a Quickbooks Online invoice and records the transaction in Stripe without manual intervention.
S
Q
F
When a Stripe charge succeeds, create a customer in Quickbooks Online and update the contact in Flexie CRM.
Successful Stripe charges instantly create Quickbooks Online customers and update your Flexie CRM contacts to keep records aligned.
S
F
Q
If a Stripe subscription fails, update the deal status in Flexie CRM and notify your finance team in Quickbooks Online.
Failed Stripe subscriptions instantly update deal stages in Flexie CRM and log billing notes in Quickbooks Online.
S
F
Q
Use Claude to review Stripe disputes, create a refund receipt in Quickbooks Online, and update the deal in Flexie CRM.
Claude evaluates Stripe disputes so you can automatically issue Quickbooks Online refund receipts and update Flexie CRM deals.

Supported triggers and actions for Flexie CRM and Quickbooks Online

Mix and match to build the exact automation you need

Flexie CRM
Flexie CRM Triggers & Actions
Instant
Universal trigger in Flexie CRM
Triggers the automation when any event occurs
Try it โ†’
Create contact in Flexie CRM
Adds a new contact to the database
Try it โ†’
Update contact in Flexie CRM
Updates contact information with new details
Try it โ†’
Search contact in Flexie CRM
Finds and retrieves contact information
Try it โ†’
Create deal in Flexie CRM
Generates a new deal with
Try it โ†’
Update deal in Flexie CRM
Updates deal information based on new criteria or changes
Try it โ†’
Search deal in Flexie CRM
Retrieves and find a deal
Try it โ†’
Update custom entity in Flexie CRM
Updates a custom entity with new information
Try it โ†’
Create account in Flexie CRM
Generates a new account
Try it โ†’
Search account in Flexie CRM
Searches for account information
Try it โ†’
Update account in Flexie CRM
Updates account information
Try it โ†’
Create custom entity in Flexie CRM
Creates a new marketing campaign
Try it โ†’
Search custom entity in Flexie CRM
Searches for a custom entity
Try it โ†’
Create lead in Flexie CRM
Generates new leads for potential customers
Try it โ†’
Search lead in Flexie CRM
Retrieves information for a particular lead
Try it โ†’
Update lead in Flexie CRM
Updates the lead information
Try it โ†’
Quickbooks Online
Quickbooks Online Triggers & Actions
Credit memo is created in Quickbooks Online
Triggers when a credit memo is created
Try it โ†’
Employee is updated in Quickbooks Online
Triggers the automation when an employee is updated
Try it โ†’
Account is updated in Quickbooks Online
Triggers the automation when an account is updated
Try it โ†’
Account is created in Quickbooks Online
Triggers the automation when a new account is created
Try it โ†’
Incoming account is created in Quickbooks Online
Triggers the automation when a new account is created
Try it โ†’
Customer is created in Quickbooks Online
Triggers the automation when a new customer is created
Try it โ†’
Customer is updated in Quickbooks Online
Triggers the automation when customer details are updated
Try it โ†’
Invoice is created in Quickbooks Online
Triggers the automation when any invoice is added or modified
Try it โ†’
Payment is created in Quickbooks Online
Triggers the automation when a new payment is created
Try it โ†’
Sales receipt is created in Quickbooks Online
Triggers the automation when a sales receipt is created
Try it โ†’
Estimate is created in Quickbooks Online
Triggers the automation when a new estimate is created
Try it โ†’
Estimate is created or updated in Quickbooks Online
Triggers the automation when any estimate is created or updated
Try it โ†’
Bill is created in Quickbooks Online
Triggers the automation when a new bill is created
Try it โ†’
Employee is created in Quickbooks Online
Triggers the automation when an engagement action is created or modified
Try it โ†’
Item is created in Quickbooks Online
Triggers the automation when a new item is created
Try it โ†’
Expense is created in Quickbooks Online
Triggers the automation when a new expense is added
Try it โ†’
Time activity is created in Quickbooks Online
Triggers the automation when a time activity is created
Try it โ†’
Tax code is created in Quickbooks Online
Triggers the automation when a tax code is created
Try it โ†’
Vendor is created in Quickbooks Online
Triggers the automation when a new vendor is created
Try it โ†’
Asset account is created in Quickbooks Online
Triggers the automation when a new asset account is created
Try it โ†’
Delete invoice in Quickbooks Online
Removes an invoice from the system
Try it โ†’
Get estimate pdf by id in Quickbooks Online
Retrieves a pdf estimate file by its id
Try it โ†’
Create journal entry in Quickbooks Online
Generates a new journal entry
Try it โ†’
Search product/service by FullyQualifiedName in Quickbooks Online
Locates and retrieves particular item information
Try it โ†’
Search invoice by Invoice number in Quickbooks Online
Retrieves an invoice by searching with the invoice number
Try it โ†’
Create deposit in Quickbooks Online
Create deposit
Try it โ†’
Update invoice in Quickbooks Online
Modifies an existing invoice with new information
Try it โ†’
Create invoice in Quickbooks Online
Generates invoices for sales transactions
Try it โ†’
Create customer in Quickbooks Online
Adds a new customer to the database
Try it โ†’
Search customer by name in Quickbooks Online
Searches for a customer based on their name
Try it โ†’
Update customer in Quickbooks Online
Updates a customer's information
Try it โ†’
Get estimate pdf by id(deprecated) in Quickbooks Online
Retrieves a pdf estimate file by its id
Try it โ†’
Create sales receipt in Quickbooks Online
Generates and send sales receipts to customers
Try it โ†’
Send sales receipt in Quickbooks Online
Sends a sales receipt
Try it โ†’
Create estimate in Quickbooks Online
Adds a new contact to the contact list
Try it โ†’
Find estimate in Quickbooks Online
Retrieves estimated values based on particular criteria
Try it โ†’
Search customer by email in Quickbooks Online
Searches for a customer by their email address
Try it โ†’
Get invoice pdf in Quickbooks Online
Retrieves and download an invoice in pdf format
Try it โ†’
Get invoice by id in Quickbooks Online
Retrieves a invoice using its id
Try it โ†’
Search payment method by name in Quickbooks Online
Searches for a payment method by name
Try it โ†’
Create credit memo in Quickbooks Online
Generates a new credit memo for a customer
Try it โ†’
Search term by name in Quickbooks Online
Searches for a term by name
Try it โ†’
Search class by name in Quickbooks Online
Searches for a class by its name
Try it โ†’
Search active tax code by name in Quickbooks Online
Searches for an active tax code by its name
Try it โ†’
Create time activity in Quickbooks Online
Creates a new time activity
Try it โ†’
Create payment in Quickbooks Online
Generates and process a payment transaction
Try it โ†’
Search product/service in Quickbooks Online
Locates and retrieves particular item information
Try it โ†’
Create product/service in Quickbooks Online
Generates and launch new product or service offerings
Try it โ†’
Search multiple items in Quickbooks Online
Searches for multiple items
Try it โ†’
Create purchase order in Quickbooks Online
Generates a purchase order for approved requests
Try it โ†’
Create bill in Quickbooks Online
Generates a new bill for the customer
Try it โ†’
Get customer by id in Quickbooks Online
Retrieves customer information based on their id
Try it โ†’
Get tax rate by id in Quickbooks Online
Retrieves tax rate information based on a id
Try it โ†’
Search vendor in Quickbooks Online
Searches for a vendor
Try it โ†’
Create vendor in Quickbooks Online
Adds a new vendor
Try it โ†’
Find account by name in Quickbooks Online
Locates and retrieves account information using the account's name
Try it โ†’
Create refund receipt in Quickbooks Online
Creates a new refund receipt
Try it โ†’
Create expense in Quickbooks Online
Generates a new expense record
Try it โ†’
Update product/service in Quickbooks Online
Try it โ†’

What can you automate with Flexie CRM + Quickbooks Online?

Streamline your sales-to-accounting workflow with automated data syncs, real-time invoice generation, and instant team notifications.

What you can automate?
๐Ÿงพ
Automate invoice creation from closed deals
Generate Quickbooks Online invoices automatically the moment a deal is won in Flexie CRM. Eliminate manual billing tasks and accelerate your revenue collection.
๐Ÿ‘ค
Sync customer profiles across platforms
Map customer contact details, billing addresses, and account numbers between Flexie CRM and Quickbooks Online. Keep your customer database unified everywhere.
๐Ÿ””
Alert your team on payment milestones
Send instant notifications to Slack or Gmail whenever a Quickbooks Online payment is received or an invoice is marked overdue.
๐Ÿ”€
Route records based on deal value
Trigger different accounting workflows or assign specific tags in Quickbooks Online based on custom deal tiers submitted in Flexie CRM.
๐Ÿ”„
Keep financial records updated in real time
Reflect expense reports, credit memos, and sales receipts across both platforms instantly as transactions occur in Quickbooks Online.
๐Ÿ”
Prevent duplicate records with smart search
Search existing contacts and accounts before creating new entries in Quickbooks Online or Flexie CRM. Maintain clean, deduplicated databases.
๐Ÿ’ณ
Manage refunds and credit memos seamlessly
Automatically generate Quickbooks Online credit memos and update deal statuses in Flexie CRM whenever refunds or returns are processed.
๐Ÿ“Š
Extend flows to popular productivity tools
Connect your core Flexie CRM and Quickbooks Online workflow with Google Sheets or Slack to track reports and notify stakeholders effortlessly.
And much more...

Who is Flexie CRM + Quickbooks Online integration for?

Connecting Flexie CRM and Quickbooks Online eliminates manual data entry, aligns sales pipelines with financial accounting, and keeps every department working from accurate, up-to-date records.

Finance managers
Finance managers
Sales directors
Sales directors
Account executives
Account executives
Billing teams
Billing teams
Sales reps
Sales reps
Operations teams
Operations teams
๐Ÿ“ˆ
Finance managers
You report on revenue and financial metrics from QuickBooks, but your figures are always stale because sales records sit trapped in Flexie CRM โ€” integrating these apps means every closed deal instantly generates accurate invoices and financial entries so your reporting stays current.
โšก
Sales directors
You need to track deal closures and billing status in real time, but payment notifications reach you hours late โ€” with this integration, every customer payment and invoice status update syncs instantly to your sales pipeline.
๐Ÿค
Account executives
You answer to clients who expect prompt billing documents and accurate account histories, but manual handoffs between CRM and accounting create bottlenecks โ€” automating both apps means your clients receive invoices the moment deals are won.
๐Ÿ”„
Billing teams
The volume of new customer deals is too high for your staff to keep up with manual invoice creation and data entry โ€” connecting these apps means customer profiles and billing documents generate automatically without human error.
๐ŸŽฏ
Sales reps
You own the relationship stage and depend on billing teams to hand over payment confirmations, but communication gaps slow down follow-ups โ€” this integration means payment and invoice updates flow straight into your CRM records.
๐Ÿ“‹
Operations teams
You need a reliable history of customer interactions and financial transactions, but find constant gaps between your CRM and accounting books โ€” automating both platforms ensures every contact, deal, and invoice matches perfectly.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Flexie CRM + Quickbooks Online

Build and manage your Flexie CRM + Quickbooks Online automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Flexie CRM + Quickbooks Online with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
๐Ÿ˜
750 Tasks
in $19.99
Integrately
๐Ÿ˜
2,000 Tasks
in $19.99

Trusted byย 42,000+ย Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

โ–ฒ 2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Flexie CRM to Quickbooks Online?
Frequently Asked Questions
You can connect Flexie CRM to Quickbooks Online in 1 click using ready workflows on Integrately. With 1,500+ apps connected including Gmail, Slack, and Stripe, you can set up automated invoice generation and customer syncing in minutes or use Integrately AI to build custom flows.
Can I automatically create Quickbooks Online invoices when Flexie CRM deals are won?
Frequently Asked Questions
Can I connect Flexie CRM, Quickbooks Online, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Flexie CRM and Quickbooks Online?
Frequently Asked Questions
How does Flexie CRM data sync with Quickbooks Online records?
Frequently Asked Questions
Can Quickbooks Online events update Flexie CRM deals?
Frequently Asked Questions
Do I need coding skills to automate Flexie CRM and Quickbooks Online?
Frequently Asked Questions
Is the Flexie CRM and Quickbooks Online integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Flexie CRM or Quickbooks Online With 1500+ Other Apps

Flexie CRM
Popular Flexie CRM Integrations
Connect Flexie CRM to CRMs, email marketing tools, and customer support platforms to manage and follow up on your sales leads.
Quickbooks Online
Popular Quickbooks Online Integrations
Sync Quickbooks Online with payment gateways, inventory systems, and reporting tools to keep financial data working across your stack.