This automation scenario allows you to connect QuickBooks Online and PandaDoc
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 PandaDoc can also be integrated using automation tools other than integromat:
When this trigger fires in QuickBooks Online
Triggers when a new event is created.
Then these actions happen in PandaDoc and PandaDoc
Returns info about an estimate.
Creates a new document.
This guide contains information on how to set up an automatic workflow that allows to Create (and send) a PandaDoc document from a new QuickBooks estimate.
Part I
First, we need to connect QuickBooks Online and PandaDoc 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 PandaDoc to Make.com.
Give Make.com access to your PandaDoc account, using PandaDoc credentials.
Part II
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 an Estimate (Returns info about an estimate.).
Then set up another Action for PandaDoc
Choose this action: Create a Document (Creates a new document.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between QuickBooks Online and PandaDoc.
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 (and send) a PandaDoc document from a new QuickBooks estimate!
Triggers when you add a new customer.
Triggers when you add a new invoice.
Triggers when a payment is received (with line item support).
Triggers when a new event is created.
Triggers when you add a new estimate.
Triggers when a new sales receipt is added (with line item support).
Create a document from a template.
Create a new contact or update an existing one.
Downloads a document in PDF format.
Creates a new document.
Gets the details of a document.
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
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.