An automated workflow using zapier
Connects PandaDoc + QuickBooks Online
Create QuickBooks Online invoices for new PandaDoc documents
About this workflow template
This automation scenario allows you to connect PandaDoc 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.
Categories
PandaDoc and QuickBooks Online can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in PandaDoc
Document Completed in PandaDoc
Triggers when a document is completed.
Then this action happens in 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 for new PandaDoc documents.
Part I
Configure Applications
First, we need to connect PandaDoc and QuickBooks Online to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect PandaDoc to Zapier.
Give Zapier access to your PandaDoc account, using PandaDoc credentials.
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 PandaDoc
Choose the following trigger: Document Completed (Triggers when a document is completed.).
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
Configure the data that is exchanged between PandaDoc and QuickBooks Online.
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 for new PandaDoc documents!
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QuickBooks Online alternatives
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