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Integrate QuickBooks Online with Apptivo

Appy Pie Connect allows you to automate multiple workflows between QuickBooks Online and Apptivo

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About QuickBooks Online

Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.

About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

Apptivo Integrations

Best QuickBooks Online and Apptivo Integrations

  • QuickBooks Online Integration Apptivo Integration

    QuickBooks Online + Apptivo

    Add Employee in apptivo when New Payment is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Apptivo Integration Add Employee
  • QuickBooks Online Integration Apptivo Integration

    QuickBooks Online + Apptivo

    Create Lead to apptivo from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Apptivo Integration Create Lead
  • QuickBooks Online Integration Apptivo Integration

    QuickBooks Online + Apptivo

    Create Opportunity to apptivo from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Apptivo Integration Create Opportunity
  • QuickBooks Online Integration Apptivo Integration

    QuickBooks Online + Apptivo

    Create Case to apptivo from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Apptivo Integration Create Case
  • QuickBooks Online Integration Apptivo Integration

    QuickBooks Online + Apptivo

    Create Contact to apptivo from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Apptivo Integration Create Contact
  • QuickBooks Online Integration {{item.actionAppName}} Integration

    QuickBooks Online + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect QuickBooks Online + Apptivo in easier way

It's easy to connect QuickBooks Online + Apptivo without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers whenevver a new account is added.

  • New Bill

    Triggers every time a new bill is added.

  • New Customer

    Triggers when you add a new customer.

  • New Estimate

    Triggers whenever you add a new estimate.

  • New Invoice

    Triggers every time you add a new invoice.

  • New Payment

    Triggers everytime a payment is received (with line item support).

  • New Purchase Order

    Triggers every time a new purchase order is added.

  • New Sales Receipt

    Triggers whenever a new sales receipt is added.

  • New Vendor

    Triggers every time a new vendor is added.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • Create Customer

    Adds a new customer.

  • Create Invoice

    Adds a new invoice (with line item support).

  • Create Sales Receipt

    Adds a new sales receipt (with line item support).

  • Update Invoice

    Refresh an existing invoice (with line item support).

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How QuickBooks Online & Apptivo Integrations Work

  1. Step 1: Choose QuickBooks Online as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Apptivo as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from QuickBooks Online to Apptivo.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of QuickBooks Online and Apptivo

QuickBooks Online

It is a cloud-based accounting software that enables users to manage their business data. The company helps all types of businesses, including non-profits, manufacturers, financial services, healthcare, government contractors, retailers, contractors, professional services, real estate, and so on. It is usage-based accounting program, which means it charges the user based on its usage. It provides various features to its users including bookkeeping, accounting, contacts, usage reports, inventory tracking, payments & receipts, budgeting, payrpl, invoicing, billing, accounting for loans and leases.

Apptivo

It is an online accounting software that caters to small businesses. It also has online accounting spution for the US market. It is web-based application that allows users to manage their business accounts in an easy way. The software offers features like time tracking and billing, invoice management, expense tracking and payments, etc.

Integration of QuickBooks Online and Apptivo

Apptivo integrates with QuickBooks Online and this integration provides the fplowing benefits:

QuickBooks Online can be used to manage accounts and payments in addition to invoices. This integration is very beneficial for the users of QuickBooks Online because they don’t need to switch between different programs when they need to prepare an invoice or make a payment.

It provides one dashboard where the financial information of the business is displayed in a single place. Thus, the users of both QuickBooks Online and Apptivo can view and manage their financial data from a single location. This single dashboard feature saves time and reduces confusion for the users.

The two products can be used together to search for customers and contacts in an easier way. The Apptivo’s customer relationship management (CRM. feature can be used to search customers in QuickBooks Online and vice versa. Thus, the customers information will be available in both the programs and help users to perform various tasks such as sending emails or scheduling appointments.

Benefits of Integration of QuickBooks Online and Apptivo

Integration of QuickBooks Online and Apptivo provides the fplowing benefits:

QuickBooks Online can be used to manage all aspects of business data related to finance. Thus, there is no need to switch between different programs when users need to prepare an invoice or make a payment. The integration offers a single dashboard where users can view financial data from a single place. This single dashboard feature saves time and reduces confusion for the users.

The two products can be used together to search for customers and contacts in an easier way. The CRM feature of Apptivo can be used to search customers in QuickBooks Online and vice versa. Thus, customers information will be available in both the programs and help users to perform various tasks such as sending emails or scheduling appointments.

Conclusion

The process to integrate QuickBooks Online and Apptivo may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.