An automated workflow using zapier
Connects WordPress + QuickBooks Online
Automatically create QuickBooks invoices for new WordPress posts
About this workflow template
This automation scenario allows you to connect WordPress 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
WordPress and QuickBooks Online can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in WordPress
New Post in WordPress
Triggers when a new post is created.
Then this action happens in 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 Automatically create QuickBooks invoices for new WordPress posts.
Part I
Configure Applications
First, we need to connect WordPress and QuickBooks Online to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect WordPress to Zapier.
Give Zapier access to your WordPress account, using WordPress credentials.
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 WordPress
Choose the following trigger: New Post (Triggers when a new post is created.).
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
Configure the data that is exchanged between WordPress 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 Automatically create QuickBooks invoices for new WordPress posts!
Related Automation Templates
Supported triggers and actions
New post
Triggers when a new post is created.
triggerbyzapierautomateioalbatoAny new post
This Trigger fires every time you publish a new post on your public WordPress blog.
triggerbyiftttNew user
Triggers when a new user is created.
triggerbyzapierautomateioalbatoNew comment
Triggers when a new comment is added.
triggerbyzapierautomateioalbatoNew media
Triggers when a new media is uploaded.
triggerbyzapierWatch posts
Triggers when a new post is added.
triggerbyintegromat
Create customer
Adds a new customer.
actionbyzapierintegratelypipedreamalbatoCreate invoice
Adds a new invoice to customer by name.
actionbyzapierintegratelypipedreamalbatoCreate sales receipt
Adds a new sales receipt (with line item support).
actionbyzapierintegratelypipedreamalbatoCreate payment
Creates a new payment, optionally linked to an invoice.
actionbyzapierintegratelypipedreamalbatoUpdate customer
Updates an existing customer.
actionbyzapierintegratelypipedreamalbatoGet my company
Returns info about a company.
actionbyintegromatpipedream
Apps you need
QuickBooks Online alternatives
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