Integrating QuickBooks Online with Salesmate.io by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between QuickBooks Online and Salesmate.io
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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 Salesmate.io
Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.
Integrations for Salesmate.ioIt's easy to connect QuickBooks Online + Salesmate.io without coding knowledge. Start creating your own business flow.
- Triggers
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New AccountTriggers whenevver a new account is added.
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New Bill
Triggers every time a new bill is added.
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New Customer
Triggers when you add a new customer.
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New Estimate
Triggers whenever you add a new estimate.
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New Invoice
Triggers every time you add a new invoice.
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New Payment
Triggers everytime a payment is received (with line item support).
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New Product
Triggers every time you add a new product.
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New Purchase Order
Triggers every time a new purchase order is added.
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New Sales Receipt
Triggers whenever a new sales receipt is added.
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New Vendor
Triggers every time a new vendor is added.
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Updated Invoice
Triggers every time you update a invoice
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New ActivityTriggers when a new activity is created.
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New Company
Triggers when a New Company is created.
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New Contact
Triggers when a New Contact is created.
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New Deal
Triggers when a new Deal is created.
- Actions
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Create Customer
Adds a new customer.
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Create Invoice
Adds a new invoice (with line item support).
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Create Item
Create a item
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Create Sales Receipt
Adds a new sales receipt (with line item support).
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Update Invoice
Refresh an existing invoice (with line item support).
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Create Activity
Creates a new activity.
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Create Company
Creates a new company.
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Create Contact
Creates a New Contact
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Create Deal
Creates a new deals.
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Update Activity
Updates an existing activity.
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Update Company
Updates an existing company.
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Update Contact
Updates an existing contact.
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Update Deal
Updating an existing deal.
How QuickBooks Online & Salesmate.io Integrations Work
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Step 1: Choose QuickBooks Online as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Salesmate.io as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from QuickBooks Online to Salesmate.io.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.