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.
Categories
When this trigger fires in Volusion
Triggers when a new order is created.
Then these actions happen in QuickBooks Online
Adds a new customer.
Adds a new sales receipt (with line item support).
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
First, we need to connect Volusion and QuickBooks Online to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Volusion to Zapier.
Give Zapier access to your Volusion account, using Volusion credentials.
Connect QuickBooks Online to Zapier.
Give Zapier access to your QuickBooks Online account, using QuickBooks Online credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
Choose this action: Create Customer (Adds a new customer.).
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
Finally, we need to test this automation and publish it.
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 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!
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).
Creates a new customer.
Creates a new product.
Triggers when a new order is created.
Triggers when a new customer is created.
Triggers when a new product is added.
Triggers when an email is updated.
QuickBooks Online alternatives
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