CatchApp Bookings
QuickBooks Online
zapier

An automated workflow using zapier

Connects CatchApp Bookings + QuickBooks Online

Update QuickBooks Online customers for new appointments in CatchApp Bookings

About this workflow template

This automation scenario allows you to connect CatchApp Bookings and QuickBooks Online

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Diagram

Update QuickBooks Online customers for new appointments in CatchApp Bookings
Workflow diagram: CatchApp Bookings + QuickBooks Online integration

How it works?

When this trigger fires in CatchApp Bookings

CatchApp Bookings

New Accepted Appointment in CatchApp Bookings

Triggers when a person books a time with you

Then this action happens in QuickBooks Online

QuickBooks Online

Update Customer in QuickBooks Online

Updates an existing customer.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Update QuickBooks Online customers for new appointments in CatchApp Bookings.

Part I

Configure Applications

First, we need to connect CatchApp Bookings and QuickBooks Online to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect CatchApp Bookings to Zapier.

    Connect CatchApp Bookings to Zapier.

    Give Zapier access to your CatchApp Bookings account, using CatchApp Bookings credentials.

  • Connect QuickBooks Online to Zapier.

    Connect QuickBooks Online to Zapier.

    Give Zapier access to your QuickBooks Online account, using QuickBooks Online credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for CatchApp Bookings

    Set up a Trigger action for CatchApp Bookings

    Choose the following trigger: New Accepted Appointment (Triggers when a person books a time with you).

  • Then set up an Action for QuickBooks Online

    Then set up an Action for QuickBooks Online

    Choose this action: Update Customer (Updates an existing customer.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between CatchApp Bookings and QuickBooks Online.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Update QuickBooks Online customers for new appointments in CatchApp Bookings!

Supported triggers and actions

  • QuickBooks Online

    New customer

    Triggered when you add a new customer.

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    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New invoice

    Triggered when you add a new invoice.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New payment

    Triggered when a payment is received (with line item support).

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    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New event

    Triggers when a new event is created.

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    triggerbyintegromat
  • QuickBooks Online

    New estimate

    Triggered when you add a new estimate.

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    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New sales receipt

    Triggered when a new sales receipt is added (with line item support).

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    triggerbyzapierautomateiopabbly-connectalbato
  • CatchApp Bookings

    New accepted appointment

    Triggers when a person books a time with you

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    triggerbyzapier
  • CatchApp Bookings

    New event type

    Triggers when a new Event Type is created from the My Event Types page in the CatchApp Bookings Dashboard.

    zapier
    triggerbyzapier
  • CatchApp Bookings

    New invite created (mobile app)

    Triggers when a new CatchApp meeting invite is created via the mobile app.

    zapier
    triggerbyzapier

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