Create Wrike tasks for new QuickBooks Online estimates

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

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect QuickBooks Online to Zapier.

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

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  Connect Wrike to Zapier.

  Give Zapier access to your Wrike account, using Wrike 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 QuickBooks Online

  Choose the following trigger: New Estimate (Triggered when you add a new estimate.).

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  Then set up an Action for Wrike

  Choose this action: Create Task (Create a new task.).

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

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  Customize data flow

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

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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 Wrike tasks for new QuickBooks Online estimates !