An automated workflow using integromat
Connects QuickBooks Online + Google Drive
Upload a new invoice from QuickBooks to Google Drive.
About this workflow template
This automation scenario allows you to connect QuickBooks Online and Google Drive
It can be build using Integromat, a no-code workflow automation tool. Integromat 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 Google Drive 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 Google Drive and Google Drive
Download an Invoice in QuickBooks Online
Downloads an invoice.
Upload a File in Google Drive
Uploads a new file.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Upload a new invoice from QuickBooks to Google Drive..
Part I
Configure Applications
First, we need to connect QuickBooks Online and Google Drive 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 Google Drive to Make.com.
Give Make.com access to your Google Drive account, using Google Drive 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: Download an Invoice (Downloads an invoice.).
Then set up another Action for Google Drive
Choose this action: Upload a File (Uploads a new file.).
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 Google Drive.
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 Upload a new invoice from QuickBooks to Google Drive.!
Related Automation Templates
Supported triggers and actions
New file in folder (legacy)
Triggers when a new file is created within a specific folder (but not its subfolders). Please note for files moved to a folder, this trigger may not work as expected, use the newer version for that use case.
triggerbyzapierNew file
Triggers when any new file is added (inside of any folder).
triggerbyzapierautomateiopabbly-connectWatch files in a folder
Triggers when a file is created or modified in a selected folder.
triggerbyintegromatUpdated file
Triggers when a file is updated in a specific folder (but not its subfolders).
triggerbyzapierautomateiopabbly-connectNew file in your folder
This trigger fires every time a new file is added to the Google Drive folder you specify. Note: Does not work for Google Docs, Forms, or Sheets files.
triggerbyiftttNew folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
triggerbyzapierpabbly-connect
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).
actionbyzapierintegratelypipedreamCreate 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
Google Drive is a versatile cloud-based platform that lets you store your files, photos, videos, and more safely. You can access them from anywhere and share with others, making collaboration a breeze.
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.
