Quickbooks Online + Zoho CRM Integration

Automatically generates a new journal entry

Automatically generates invoices for sales transactions

Automatically adds a new customer to the database

Automatically searches for a customer based on their name

Automatically updates a customer's information

Automatically retrieves a PDF estimate file by its ID

Automatically generates and send sales receipts to customers

Automatically sends a sales receipt

Automatically adds a new contact to the contact list

Automatically retrieves estimated values based on particular criteria

Automatically searches for a customer by their email address

Automatically retrieves and download an invoice in PDF format

Automatically retrieves a invoice using its ID

Automatically searches for a payment method by name

Automatically generates a new credit memo for a customer

Automatically searches for a term by name

Automatically searches for a class by its name

Automatically searches for an active tax code by its name

Automatically creates a new time activity

Automatically generates and process a payment transaction

Automatically locate and retrieve particular item information

Automatically generates and launch new product or service offerings

Automatically searches for multiple items

Automatically generates a purchase order for approved requests

Automatically generates a new bill for the customer

Automatically retrieves customer information based on their ID

Automatically retrieves tax rate information based on a ID

Automatically searches for a vendor

Automatically adds a new vendor

Automatically locate and retrieve account information using the account's name

Automatically creates a new refund receipt

Automatically generates a new expense record

Automatically adds an attachment to an email or message

Automatically creates a new entry in a module

Automatically creates or updates an entry in a module

Automatically updates the information for a module entry

Automatically searches for a module entry

Automatically retrieves a module entry using its ID

Automatically adds or update contact information

Automatically finds and retrieves contact information

Automatically convert potential leads into customers

Automatically retrieves information for a particular lead

Automatically adds a note to a module entry

Triggers the automation whenever a new contact is created