SuperSaaS
QuickBooks Online
zapier

An automated workflow using zapier

Connects SuperSaaS + QuickBooks Online

Add new SuperSaaS appointments to QuickBooks Online as invoices

About this workflow template

This automation scenario allows you to connect SuperSaaS and QuickBooks Online

It can be build using Zapier, a no-code workflow automation tool. Zapier 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.

SuperSaaS and QuickBooks Online can also be integrated using automation tools other than zapier:

Diagram

Add new SuperSaaS appointments to QuickBooks Online as invoices
Workflow diagram: SuperSaaS + QuickBooks Online integration

How it works?

When this trigger fires in SuperSaaS

SuperSaaS

New Appointment in SuperSaaS

Triggers when a new appointment is created.

Then this action happens in QuickBooks Online

QuickBooks Online

Create Invoice in QuickBooks Online

Adds a new invoice (with line item support).

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new SuperSaaS appointments to QuickBooks Online as invoices.

Part I

Configure Applications

First, we need to connect SuperSaaS and QuickBooks Online to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect SuperSaaS to Zapier.

    Connect SuperSaaS to Zapier.

    Give Zapier access to your SuperSaaS account, using SuperSaaS credentials.

  • Connect QuickBooks Online to Zapier.

    Connect QuickBooks Online to Zapier.

    Give Zapier access to your QuickBooks Online account, using QuickBooks Online credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for SuperSaaS

    Set up a Trigger action for SuperSaaS

    Choose the following trigger: New Appointment (Triggers when a new appointment is created.).

  • Then set up an Action for QuickBooks Online

    Then set up an Action for QuickBooks Online

    Choose this action: Create Invoice (Adds a new invoice (with line item support).).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between SuperSaaS and QuickBooks Online.

  • Test the workflow and turn it on for production use

    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 SuperSaaS appointments to QuickBooks Online as invoices!

Supported triggers and actions

  • QuickBooks Online

    New customer

    Triggers when you add a new customer.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New invoice

    Triggers when you add a new invoice.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New payment

    Triggers when a payment is received (with line item support).

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New event

    Triggers when a new event is created.

    integromat
    triggerbyintegromat
  • QuickBooks Online

    New estimate

    Triggers when you add a new estimate.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New sales receipt

    Triggers when a new sales receipt is added (with line item support).

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • SuperSaaS

    New appointment

    Triggers when a new appointment is created.

    zapierintegromat
    triggerbyzapierintegromat
  • SuperSaaS

    Credit balance changes

    Credit balance changes

    pipedream
    triggerbypipedream
  • SuperSaaS

    New or changed appointments

    New or changed appointments

    pipedream
    triggerbypipedream
  • SuperSaaS

    New or changed users

    New or changed users

    pipedream
    triggerbypipedream
  • SuperSaaS

    New user

    Triggers when a user creates a new user login.

    zapierintegromat
    triggerbyzapierintegromat
  • SuperSaaS

    Change appointment

    Triggers on a new, changed or deleted appointment.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect

Apps you need