Create and send QuickBooks Online invoices when new Pipedrive deals match filters

First, we need to connect Pipedrive 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 Pipedrive to Zapier.

  Give Zapier access to your Pipedrive account, using Pipedrive 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 Pipedrive

  Choose the following trigger: Deal Matching Filter (Triggers when a deal newly matches a Pipedrive filter for the first time.).

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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).).

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  Then set up another Action for QuickBooks Online

  Choose this action: Send Invoice (Send an existing invoice.).

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

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  Customize data flow

  Configure the data that is exchanged between Pipedrive 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 and send QuickBooks Online invoices when new Pipedrive deals match filters!