Quickbooks Online + Platform.ly Integration

Connect Quickbooks Online to Platform.ly in 1 click

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1.
  • Quickbooks Online
    Credit memo is created 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
  • Platform.ly
    Contact is created in Platform.ly
  • Platform.ly
    Tag is created in Platform.ly
  • Platform.ly
    Custom field is created in Platform.ly
  • Platform.ly
    Segment is created in Platform.ly
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2.

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Ready Workflows Ready Workflows   for Quickbooks Online + Platform.ly Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Platform.ly + Quickbooks Online Integration

Create Quickbooks Online customer for new Platform.ly contact

Keeping track of your contacts is important for any business, but it can be a real challenge if you're using multiple systems. Like having to swtch back and forth between Platform.ly and Quickbooks Online just to create a new contact can be time-consuming and frustrating.

Fortunately, there's a simple solution. You can use Integrately to automatically create a new Quickbooks Online customer whenever a new Platform.ly contact is created. That way, you can be sure that all of your contacts are in one place, making it easy to keep track of them.

Plus, you'll save yourself time and hassle by not having to manually transfer data between Platform.ly and Quickbooks Online. Just use this Platform.ly - Quickbooks Online integration to streamline your contact management and make your life easier.
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Quickbooks Online + Platform.ly Integration

Create Platform.ly contact for new Quickbooks Online order

When a new Quickbooks Online order is placed, it's important to create a Platform.ly contact for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Platform.ly contact and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Platform.ly contact for every Quickbooks Online order, you can maximize your chances of success with each customer.
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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?
Automations

Top 10 Most Popular Quickbooks Online Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Quickbooks Online logo
Create Quickbooks Online customer for new Elementor Forms form submission
Activate
Quickbooks Online logo
HubSpot logo
Create HubSpot contact from new Quickbooks Online customer
Activate
Amelia logo
Quickbooks Online logo
Create Quickbooks Online invoice for new Amelia booking
Activate
Quickbooks Online logo
WhatsApp logo
Send WhatsApp message for new Quickbooks Online payment
Activate
Google Sheets logo
Quickbooks Online logo
Create Quickbooks Online invoice from new row Google Sheets
Activate
Elementor Forms logo
Quickbooks Online logo
Create Quickbooks Online customer for new Elementor Forms form submission
Activate
Quickbooks Online logo
HubSpot logo
Create HubSpot contact from new Quickbooks Online customer
Activate
Amelia logo
Quickbooks Online logo
Create Quickbooks Online invoice for new Amelia booking
Activate
Quickbooks Online logo
WhatsApp logo
Send WhatsApp message for new Quickbooks Online payment
Activate
Google Sheets logo
Quickbooks Online logo
Create Quickbooks Online invoice from new row Google Sheets
Activate
Shopify logo
Quickbooks Online logo
Create Quickbooks Online invoice for new Shopify order
Activate
Quickbooks Online logo
ClickUp logo
Post task comment in ClickUp for new Quickbooks Online estimate
Activate
Stripe logo
Quickbooks Online logo
Create Quickbooks Online customer from new Stripe charge
Activate
Freshsales classic logo
Quickbooks Online logo
Create Quickbooks Online customer from new Freshsales classic account
Activate
Quickbooks Online logo
Trello logo
Create Trello card for new Quickbooks Online order
Activate
Shopify logo
Quickbooks Online logo
Create Quickbooks Online invoice for new Shopify order
Activate
Quickbooks Online logo
ClickUp logo
Post task comment in ClickUp for new Quickbooks Online estimate
Activate
Stripe logo
Quickbooks Online logo
Create Quickbooks Online customer from new Stripe charge
Activate
Freshsales classic logo
Quickbooks Online logo
Create Quickbooks Online customer from new Freshsales classic account
Activate
Quickbooks Online logo
Trello logo
Create Trello card for new Quickbooks Online order
Activate

Top 10 Most Popular Platform.ly Automations from
Integrately Community

Most popularmost-popular-automations
01
Quriobot logo
Platform.ly logo
Create Platform.ly contact for new Quriobot response
02
Swipe Pages logo
Platform.ly logo
Create Platform.ly contact for new Swipe Pages response
03
SendFox logo
Platform.ly logo
Create Platform.ly contact for new SendFox contact
04
Elementor Forms logo
Platform.ly logo
Create Platform.ly contact for new Elementor Forms form submission
05
Webflow (Legacy) logo
Platform.ly logo
Create Platform.ly contact for new Webflow form submission
cloud
Platform.ly
app integration
06
Simvoly logo
Platform.ly logo
Create Platform.ly contact for new Simvoly form submission
07
WPForms logo
Platform.ly logo
Create Platform.ly contact for new WPForms form submission
08
Mautic logo
Platform.ly logo
Create Platform.ly contact for new Mautic form submission
09
Ontraport logo
Platform.ly logo
Create Platform.ly contact for new Ontraport response
10
Survey Monkey logo
Platform.ly logo
Create Platform.ly contact for new Survey Monkey survey response
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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750 Tasks
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2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Quickbooks Online or Platform.ly With 1400+ Other Apps

Quickbooks Online
Quickbooks Online
QuickBooks Online is an online accounting package that helps you manage your finances. You can create invoices, track your expenses, and even pay bills from anywhere.
Platform.ly
Platform.ly
Platformly helps you automate your marketing to deliver consistent and personalized engagement at scale. We unify all your channels and data into a single, actionable source of truth.