An automated workflow using integromat
Connects QuickBooks Online + Google Sheets
Save new QuickBooks customers to a Google Sheets spreadsheet
About this workflow template
This automation scenario allows you to connect QuickBooks Online and Google Sheets
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 Google Sheets 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 Sheets and Google Sheets
Get a Customer in QuickBooks Online
Returns info about a customer.
Add a Row in Google Sheets
Appends a new row to the bottom of the table.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Save new QuickBooks customers to a Google Sheets spreadsheet.
Part I
Configure Applications
First, we need to connect QuickBooks Online and Google Sheets 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 Sheets to Make.com.
Give Make.com access to your Google Sheets account, using Google Sheets 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 Google Sheets
Choose this action: Add a Row (Appends a new row to the bottom of the table.).
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 Sheets.
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 Save new QuickBooks customers to a Google Sheets spreadsheet!
Related Automation Templates
Supported triggers and actions
New spreadsheet row
Triggers when a new row is added to the bottom of a spreadsheet.
triggerbyzapierNew or updated spreadsheet row
Triggered when a new row is added or modified in a spreadsheet.
triggerbyzapierpabbly-connectWatch new rows
Triggers when a new row is added.
triggerbyintegromatNew spreadsheet row (team drive)
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
triggerbyzapierNew or updated spreadsheet row (team drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
triggerbyzapierNew spreadsheet
Triggers when a new spreadsheet is created.
triggerbyzapierautomateio
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
Google Sheets
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
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.
