An automated workflow using zapier
Connects QuickBooks Online + Airtable
Create Airtable records for new QuickBooks Online invoices
About this workflow template
This automation scenario allows you to connect QuickBooks Online and Airtable
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
QuickBooks Online and Airtable can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in QuickBooks Online
New Invoice in QuickBooks Online
Triggers when you add a new invoice (with line item support).
Then this action happens in Airtable
Create Record in Airtable
Creates a new record with auto-populating fields.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Airtable records for new QuickBooks Online invoices.
Part I
Configure Applications
First, we need to connect QuickBooks Online and Airtable to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect QuickBooks Online to Zapier.
Give Zapier access to your QuickBooks Online account, using QuickBooks Online credentials.
Connect Airtable to Zapier.
Give Zapier access to your Airtable account, using Airtable 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
Choose the following trigger: New Invoice (Triggers when you add a new invoice (with line item support).).
Then set up an Action for Airtable
Choose this action: Create Record (Creates a new record with auto-populating fields.).
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 QuickBooks Online and Airtable.
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 Airtable records for new QuickBooks Online invoices!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
triggerbyzapierautomateiopabbly-connectalbatoNew or updated record
Triggers when a record is created or updated.
triggerbyzapierNew record in view
Triggers when a new new record is created in a specifc view.
triggerbyzapierpabbly-connectWatch records
Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).
triggerbyintegromatNew record created
This Trigger fires every time a new record is created in a table. You can optionally configure it to only fire when a record appears in a specific view.
triggerbyiftttNew or modified records
New or modified records
triggerbypipedream
Create customer
Adds a new customer.
actionbyzapierintegratelypipedreamalbatoCreate invoice
Adds a new invoice to customer by name.
actionbyzapierintegratelypipedreamalbatoCreate sales receipt
Adds a new sales receipt (with line item support).
actionbyzapierintegratelypipedreamalbatoCreate payment
Creates a new payment, optionally linked to an invoice.
actionbyzapierintegratelypipedreamalbatoUpdate customer
Updates an existing customer.
actionbyzapierintegratelypipedreamalbatoGet my company
Returns info about a company.
actionbyintegromatpipedream
Apps you need
QuickBooks Online alternatives
Airtable
A no-code platform for building collaborative apps using spreadsheet-database hybrid as a data-layer
Airtable is a modern and flexible low-code platform that combines the power of a full database with the ease of use of a spreadsheet. With native mobile and desktop apps, Airtable offers a variety of templates for easy-to-use and customizable workflows, providing powerful features such as file attachments, kanban card stacks, calendars, and reporting. Link related content intelligently, configure the perfect view, and integrate with hundreds of your favorite apps and services.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
