An automated workflow using integromat
Connects QuickBooks Online + PandaDoc
Create (and send) a PandaDoc document from a new QuickBooks estimate
About this workflow template
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:
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 PandaDoc and PandaDoc
Get an Estimate in QuickBooks Online
Returns info about an estimate.
Create a Document in PandaDoc
Creates a new document.
How to set up this workflow
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
Configure Applications
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
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 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
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 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!
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 document
Create a document from a template.
actionbyzapierintegratelypabbly-connectalbatoCreate or update contact
Create a new contact or update an existing one.
actionbyzapierpipedreamDownload a document
Downloads a document in PDF format.
actionbyintegromatCreate a document
Creates a new document.
actionbyintegromatGet a document
Gets the details of a document.
actionbyintegromatApi request (beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
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.
