Create QuickBooks Online invoices for new PandaDoc documents

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

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect PandaDoc to Zapier.

  Give Zapier access to your PandaDoc account, using PandaDoc credentials.

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  Connect QuickBooks Online to Zapier.

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

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

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  Set up a Trigger action for PandaDoc

  Choose the following trigger: Document Completed (Triggers when a document is completed.).

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  Then set up an Action for QuickBooks Online

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

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

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  Customize data flow

  Configure the data that is exchanged between PandaDoc and QuickBooks Online.

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  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!