MaintainX
QuickBooks Online
zapier

An automated workflow using zapier

Connects MaintainX + QuickBooks Online

Create Quickbooks Online invoices from new MaintainX work orders

About this workflow template

This automation scenario allows you to connect MaintainX and QuickBooks Online

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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.

MaintainX and QuickBooks Online can also be integrated using automation tools other than zapier:

Diagram

Create Quickbooks Online invoices from new MaintainX work orders
Workflow diagram: MaintainX + QuickBooks Online integration

How it works?

When this trigger fires in MaintainX

MaintainX

New Category on Work Order in MaintainX

Triggers when a new category is added to a work order.

Then this action happens in QuickBooks Online

QuickBooks Online

Create Invoice in QuickBooks Online

Adds a new invoice (with line item support).

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Quickbooks Online invoices from new MaintainX work orders.

Part I

Configure Applications

First, we need to connect MaintainX and QuickBooks Online to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect MaintainX to Zapier.

    Connect MaintainX to Zapier.

    Give Zapier access to your MaintainX account, using MaintainX 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 MaintainX

    Set up a Trigger action for MaintainX

    Choose the following trigger: New Category on Work Order (Triggers when a new category is added to a work order.).

  • Then set up an Action for QuickBooks Online

    Then set up an Action for QuickBooks Online

    Choose this action: Create Invoice (Adds a new invoice (with line item support).).

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 MaintainX 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 Create Quickbooks Online invoices from new MaintainX work orders!

Supported triggers and actions

  • QuickBooks Online

    New customer

    Triggered when you add a new customer.

    zapierautomateiopabbly-connectalbato
    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).

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New event

    Triggers when a new event is created.

    integromat
    triggerbyintegromat
  • QuickBooks Online

    New estimate

    Triggered when you add a new estimate.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New sales receipt

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

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • MaintainX

    Create work request

    Creates a new Work Request.

    zapierintegrately
    actionbyzapierintegrately
  • MaintainX

    Create a work order

    Creates a work order.

    integromat
    actionbyintegromat
  • MaintainX

    Add existing categories to a work order

    Adds Existing Categories to a Work Order

    zapier
    actionbyzapier
  • MaintainX

    Create new message

    Creates a new Message in a Conversation.

    zapierintegrately
    actionbyzapierintegrately
  • MaintainX

    Create work order comment

    Creates a new Comment on a Work Order.

    zapierintegrately
    actionbyzapierintegrately
  • MaintainX

    Create work order

    Creates a new Work Order.

    zapierpipedreamintegrately
    actionbyzapierpipedreamintegrately

Apps you need

Zapier

Zapier

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