An automated workflow using integromat
Connects QuickBooks Online + ActiveTrail
Add new QuickBooks customers to ActiveTrail as contacts
About this workflow template
This automation scenario allows you to connect QuickBooks Online and ActiveTrail
It can be build using Integromat, a no-code workflow automation tool. Integromat 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.
Categories
QuickBooks Online and ActiveTrail can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in QuickBooks Online
New Event in QuickBooks Online
Triggers when a new event is created.
Then these actions happen in ActiveTrail and ActiveTrail
Get a Customer in QuickBooks Online
Returns info about a customer.
Create/Update contact in ActiveTrail
Creates a new contact or updates an existing contact.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new QuickBooks customers to ActiveTrail as contacts.
Part I
Configure Applications
First, we need to connect QuickBooks Online and ActiveTrail to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect QuickBooks Online to Make.com.
Give Make.com access to your QuickBooks Online account, using QuickBooks Online credentials.
Connect ActiveTrail to Make.com.
Give Make.com access to your ActiveTrail account, using ActiveTrail credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for QuickBooks Online
Choose the following trigger: New Event (Triggers when a new event is created.).
Then set up an Action for QuickBooks Online
Choose this action: Get a Customer (Returns info about a customer.).
Then set up another Action for ActiveTrail
Choose this action: Create/Update contact (Creates a new contact or updates an existing contact.).
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 ActiveTrail.
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 Add new QuickBooks customers to ActiveTrail as contacts!
Related Automation Templates
Supported triggers and actions
New customer
Triggered when you add a new customer.
triggerbyzapierautomateiopabbly-connectalbatoNew invoice
Triggered when you add a new invoice.
triggerbyzapierautomateiopabbly-connectalbatoNew payment
Triggered when a payment is received (with line item support).
triggerbyzapierautomateiopabbly-connectalbatoNew event
Triggers when a new event is created.
triggerbyintegromatNew estimate
Triggered when you add a new estimate.
triggerbyzapierautomateiopabbly-connectalbatoNew sales receipt
Triggered when a new sales receipt is added (with line item support).
triggerbyzapierautomateiopabbly-connectalbato
Create/update contact
Creates a new contact or updates a contact if a contact already exists.
actionbyzapierintegromatAdd contact to group
Add a new or an existing contact to a specific group (The new contact will be created if not already exists).
actionbyzapierAdd a member to a group
Update a member or create a new member in a group and send a campaign if provided.
actionbyintegromatRemove contact from group
Removes a contact (passed as a parameter via the API) from a specific group (specified by the creator of the Zap).
actionbyzapierpabbly-connectSend sms message
Send an operational SMS message to a mobile phone number.Notice that not all countries are supported.
actionbyzapierpabbly-connectFind contact (deprecated)
Find an existing contact in your account.
actionbyzapier
Apps you need
QuickBooks Online alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
