Volusion
QuickBooks Online
zapier

An automated workflow using zapier

Connects Volusion + QuickBooks Online

Create QuickBooks Online customers and generate sales receipts from new Volusion orders

About this workflow template

This automation scenario allows you to connect Volusion and QuickBooks Online

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

Diagram

Create QuickBooks Online customers and generate sales receipts from new Volusion orders
Workflow diagram: Volusion + QuickBooks Online integration

How it works?

When this trigger fires in Volusion

Volusion

New Order in Volusion

Triggers when a new order is created.

Then these actions happen in QuickBooks Online

QuickBooks Online

Create Customer in QuickBooks Online

Adds a new customer.

QuickBooks Online

Create Sales Receipt in QuickBooks Online

Adds a new sales receipt (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 Create QuickBooks Online customers and generate sales receipts from new Volusion orders.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Volusion to Zapier.

    Connect Volusion to Zapier.

    Give Zapier access to your Volusion account, using Volusion 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 Volusion

    Set up a Trigger action for Volusion

    Choose the following trigger: New Order (Triggers when a new order is created.).

  • Then set up an Action for QuickBooks Online

    Then set up an Action for QuickBooks Online

    Choose this action: Create Customer (Adds a new customer.).

  • Then set up another Action for QuickBooks Online

    Then set up another Action for QuickBooks Online

    Choose this action: Create Sales Receipt (Adds a new sales receipt (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 Volusion 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 Create QuickBooks Online customers and generate sales receipts from new Volusion orders!

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
  • Volusion

    Create customer

    Creates a new customer.

    zapier
    actionbyzapier
  • Volusion

    Create product

    Creates a new product.

    zapier
    actionbyzapier
  • Volusion

    New order

    Triggers when a new order is created.

    zapier
    triggerbyzapier
  • Volusion

    New customer

    Triggers when a new customer is created.

    zapier
    triggerbyzapier
  • Volusion

    New product

    Triggers when a new product is added.

    zapier
    triggerbyzapier
  • Volusion

    Customer email update

    Triggers when an email is updated.

    zapier
    triggerbyzapier

Apps you need

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.