QuickBooks Online
Microsoft Outlook
zapier

An automated workflow using zapier

Connects QuickBooks Online + Microsoft Outlook

Sends new QuickBooks Online invoices as PDF attachments to Microsoft Outlook emails

About this workflow template

This automation scenario allows you to connect QuickBooks Online and Microsoft Outlook

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.

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

Diagram

Sends new QuickBooks Online invoices as PDF attachments to Microsoft Outlook emails
Workflow diagram: QuickBooks Online + Microsoft Outlook integration

How it works?

When this trigger fires in QuickBooks Online

QuickBooks Online

New Invoice in QuickBooks Online

Triggered when you add a new invoice (with line item support).

Then this action happens in Microsoft Outlook

Microsoft Outlook

Send Email in Microsoft Outlook

Send an email from your Outlook account.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Sends new QuickBooks Online invoices as PDF attachments to Microsoft Outlook emails.

Part I

Configure Applications

First, we need to connect QuickBooks Online and Microsoft Outlook to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect QuickBooks Online to Zapier.

    Connect QuickBooks Online to Zapier.

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

  • Connect Microsoft Outlook to Zapier.

    Connect Microsoft Outlook to Zapier.

    Give Zapier access to your Microsoft Outlook account, using Microsoft Outlook 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 QuickBooks Online

    Set up a Trigger action for QuickBooks Online

    Choose the following trigger: New Invoice (Triggered when you add a new invoice (with line item support).).

  • Then set up an Action for Microsoft Outlook

    Then set up an Action for Microsoft Outlook

    Choose this action: Send Email (Send an email from your Outlook account.).

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 QuickBooks Online and Microsoft Outlook.

  • 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 Sends new QuickBooks Online invoices as PDF attachments to Microsoft Outlook emails!

Supported triggers and actions

  • Microsoft Outlook

    New email

    Triggers when a new e-mail is received in your inbox.

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    triggerbyzapierautomateio
  • Microsoft Outlook

    New calendar event

    Triggers when a new event is created in your calendar.

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    triggerbyzapierautomateio
  • Microsoft Outlook

    Calendar event start

    Triggers at a specified time before an event in your calendar starts.

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    triggerbyzapierautomateio
  • Microsoft Outlook

    New contact

    Triggers when a new contact is added to your account

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    triggerbyzapierautomateio
  • Microsoft Outlook

    Updated calendar event

    Triggers when an event is updated.

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    triggerbyzapierautomateio
  • Microsoft Outlook

    New flagged email

    Triggers when a new email is flagged.

    zapier
    triggerbyzapier
  • QuickBooks Online

    Create customer

    Adds a new customer.

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    actionbyzapierintegratelypipedreamalbato
  • QuickBooks Online

    Create invoice

    Adds a new invoice to customer by name.

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    actionbyzapierintegratelypipedreamalbato
  • QuickBooks Online

    Create sales receipt

    Adds a new sales receipt (with line item support).

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    actionbyzapierintegratelypipedreamalbato
  • QuickBooks Online

    Create payment

    Creates a new payment, optionally linked to an invoice.

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    actionbyzapierintegratelypipedreamalbato
  • QuickBooks Online

    Update customer

    Updates an existing customer.

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    actionbyzapierintegratelypipedreamalbato
  • QuickBooks Online

    Get my company

    Returns info about a company.

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    actionbyintegromatpipedream

Apps you need

Zapier

Zapier

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