QuickBooks Online and Zoho CRM integrations and automations

Do everything in one place

Customize your QuickBooks Online and Zoho CRM integration with the following triggers and actions.

Triggers

When this happens…

QuickBooks Online
  • Deleted bill
    Deleted bill in QuickBooks
  • Deleted item
    Deleted item in QuickBooks
  • New account
    New account in QuickBooks
  • New bank deposit
    New deposit in QuickBooks
  • New bill
    New bill in QuickBooks
  • New bill payment
    New bill payment in QuickBooks
  • New credit notes
    New credit memo in QuickBooks
  • New customer
    New customer in QuickBooks
  • New employee
    New employee in QuickBooks
  • New estimate
    New estimate in QuickBooks
  • New invoice
    New invoice in QuickBooks
  • New item
    New item in QuickBooks
  • New payment
    New payment in QuickBooks
  • New purchase
    New purchase in QuickBooks
  • New sales receipt
    New sales receipt in QuickBooks
  • New/updated account
    New or updated account in QuickBooks
  • New/updated bill
    New or updated bill in QuickBooks
  • New/updated tax code
    New or updated tax code in QuickBooks
  • New/updated tax rate
    New or updated tax rate in QuickBooks
  • New vendor
    New vendor in QuickBooks
  • Updated bill
    Updated bill in QuickBooks
  • Updated credit notes
    Updated credit memo in QuickBooks
  • Updated customer
    Updated customer in QuickBooks
  • Updated employee
    Updated employee in QuickBooks
  • Updated estimate
    Updated estimate in QuickBooks
  • Updated invoice
    Updated invoice in QuickBooks
  • Updated item
    Updated item in QuickBooks
  • Updated purchase
    Updated purchase in QuickBooks
  • Updated vendor
    Updated vendor in QuickBooks

    • Any other trigger you can think up

Zoho CRM
  • New account
    New account in Zoho CRM
  • New call
    New call in Zoho CRM
  • New case
    New case in Zoho CRM
  • New contact
    New contact in Zoho CRM
  • New invoice
    New invoice in Zoho CRM
  • New custom object
    New custom object in Zoho CRM
  • New standard object
    New standard object in Zoho CRM
  • New deal
    New deal in Zoho CRM
  • New vendor
    New vendor in Zoho CRM
  • New/updated custom object
    New/updated custom object in Zoho CRM
  • New/updated standard object
    New/updated standard object in Zoho CRM
  • New or updated account
    New or updated account in Zoho CRM
  • New or updated call
    New or updated call in Zoho CRM
  • New or updated case
    New or updated case in Zoho CRM
  • New or updated contact
    New or updated contact in Zoho CRM
  • New or updated lead
    New or updated lead in Zoho CRM
  • New or updated deal
    New or updated deal in Zoho CRM

    • Any other trigger you can think up

Actions

Do this…

QuickBooks Online
  • Custom action
    Custom action in QuickBooks Online (Custom)
  • Add line to credit memo
    Add line item to credit memo in QuickBooks
  • Add line to estimate
    Add line item to estimate in QuickBooks
  • Add line to invoice
    Add line item to invoice in QuickBooks
  • Add line to sales receipt
    Add line item to sales receipt in QuickBooks
  • Create G/L account
    Create G/L account in QuickBooks
  • Create bill payment
    Create bill payment with a multi linked transaction in QuickBooks
  • Create bill
    Create bill with a multi line item in QuickBooks
  • Create check / cheque
    Create check / cheque with a multi line item in QuickBooks
  • Create class
    Create class in QuickBooks
  • Create credit card credit
    Create credit card credit with a multi line item in QuickBooks
  • Create credit memo
    Create credit memo with a multi line item in QuickBooks
  • Create customer
    Create customer in QuickBooks
  • Create bank deposit
    Create bank deposit with a multi linked transaction in QuickBooks
  • Create employee
    Create employee in QuickBooks
  • Create estimate
    Create estimate with a multi line item in QuickBooks
  • Create expense
    Create expense with a multi line item in QuickBooks
  • Create invoice
    Create invoice with a multi line item in QuickBooks
  • Create item (product or service)
    Create item in QuickBooks
  • Create journal entry
    Create journal entry in QuickBooks
  • Create journal entry with line items
    Create journal entry with line items in QuickBooks
  • Create payment
    Create payment with a multi linked transaction in QuickBooks
  • Create purchase order
    Create purchase order with a multi line item in QuickBooks
  • Create refund receipt
    Create refund receipt with a multi line item in QuickBooks
  • Create sales receipt
    Create sales receipt with a multi line item in QuickBooks
  • Create timesheet with 1 line item
    Create timesheet with a single line item in QuickBooks
  • Create transfer
    Create transfer with a multi linked transaction in QuickBooks
  • Create vendor
    Create vendor in QuickBooks
  • Create vendor / supplier credit
    Create vendor / supplier credit with a multi line item in QuickBooks
  • Get attachments Batch
    Get attachments from QuickBooks
  • Get customer sales reports
    Get customer sales reports from QuickBooks
  • Get estimate details
    Get estimate details in QuickBooks
  • Get exchange rate
    Get exchange rate details from QuickBooks
  • Get invoice details
    Get invoice details from QuickBooks
  • Get item (product or service) details
    Get item in QuickBooks
  • Get profit and loss
    Get profit and loss in QuickBooks
  • Get sales receipt details
    Get sales receipt details by ID from QuickBooks
  • Get timesheet details
    Get timesheet details in QuickBooks
  • Search G/L accounts Batch
    Search G/L accounts in QuickBooks
  • Get customer details
    Get customer details by ID in QuickBooks
  • Search employees Batch
    Search employees in QuickBooks
  • Get employee details
    Get employee details in QuickBooks
  • Get payment method details
    Get payment method details in QuickBooks
  • Get sales term details
    Get sales term details in QuickBooks
  • Get vendor details
    Get vendor details in QuickBooks
  • Search vendor bills Batch
    Search vendor bills in QuickBooks
  • Search budgets Batch
    Search budgets in QuickBooks
  • Search checks Batch
    Search checks in QuickBooks
  • Search classes Batch
    Search classes in QuickBooks
  • Search customers Batch
    Search customers in QuickBooks
  • Search departments Batch
    Search departments in QuickBooks
  • Search bank deposits Batch
    Search bank deposits in QuickBooks
  • Search estimates Batch
    Search estimates in QuickBooks
  • Search invoices Batch
    Search invoices in QuickBooks
  • Search items (products or services) Batch
    Search items in QuickBooks
  • Search journal entries Batch
    Search journal entries in QuickBooks
  • Search payment methods Batch
    Search payment methods in QuickBooks
  • Search purchases Batch
    Search purchases in QuickBooks
  • Search sales receipts Batch
    Search sales receipts in QuickBooks
  • Search tax codes Batch
    Search tax codes in QuickBooks
  • Search terms Batch
    Search terms in QuickBooks
  • Search timesheets Batch
    Search timesheets in QuickBooks
  • Search vendors Batch
    Search vendors in QuickBooks
  • Send invoice via email
    Send invoice through email in QuickBooks
  • Update a bill payment
    Update bill payment with a multi linked transaction in QuickBooks
  • Update bill
    Update bill with a multi line item in QuickBooks
  • Update check / cheque
    Update check / cheque with a multi line item in QuickBooks
  • Update credit card credit
    Update credit card credit with a multi line item in QuickBooks
  • Update credit memo
    Update credit memo with a multi line item in QuickBooks
  • Update customer
    Update a customer in QuickBooks
  • Update a bank deposit
    Update bank deposit with a multi linked transaction in QuickBooks
  • Update employee
    Update employee in QuickBooks
  • Update estimate
    Update estimate with a multi line item in QuickBooks
  • Update expense
    Update expense with a multi line item in QuickBooks
  • Update invoice
    Update invoice with a multi line item in QuickBooks
  • Update item (product or service)
    Update item in QuickBooks
  • Update a payment
    Update payment with a multi linked transaction in QuickBooks
  • Update purchase order
    Update purchase order with a multi line item in QuickBooks
  • Update refund receipt
    Update refund receipt with a multi line item in QuickBooks
  • Update sales receipt
    Update sales receipt with a multi line item in QuickBooks
  • Update timesheet
    Update timesheet in QuickBooks
  • Update a transfer
    Update transfer with a multi linked transaction in QuickBooks
  • Update vendor
    Update vendor in QuickBooks
  • Update vendor / supplier credit
    Update vendor / supplier credit with a multi line item in QuickBooks

    • Any other action you can think up

Zoho CRM
  • Custom action
    Custom action in Zoho CRM (Custom)
  • Relate a member to campaign
    Relate a member to campaign in Zoho CRM
  • Batch create custom objects Batch
    Batch create custom objects in Zoho CRM
  • Batch create standard objects Batch
    Batch create standard objects in Zoho CRM
  • Batch update custom objects Batch
    Batch update custom objects in Zoho CRM
  • Batch update standard objects Batch
    Batch update standard objects in Zoho CRM
  • Batch upsert custom objects Batch
    Batch upsert custom objects in Zoho CRM
  • Batch upsert standard objects Batch
    Batch upsert standard objects in Zoho CRM
  • Bulk create custom objects
    Bulk create custom objects in Zoho CRM
  • Bulk create standard objects
    Bulk create standard objects in Zoho CRM
  • Bulk update custom objects
    Bulk update custom objects in Zoho CRM
  • Bulk update standard objects
    Bulk update standard objects in Zoho CRM
  • Bulk upsert custom objects
    Bulk upsert custom objects in Zoho CRM
  • Bulk upsert standard objects
    Bulk upsert standard objects in Zoho CRM
  • Search records using COQL query
    Search records using COQL query in Zoho CRM
  • Create account
    Create account in Zoho CRM
  • Create campaign
    Create campaign in Zoho CRM
  • Create contact
    Create contact in Zoho CRM
  • Create invoice
    Create invoice in Zoho CRM
  • Create lead
    Create lead in Zoho CRM
  • Create deal
    Create deal in Zoho CRM
  • Create vendor
    Create vendor in Zoho CRM
  • Delete custom object
    Delete custom object in Zoho CRM
  • Delete standard object
    Delete standard object in Zoho CRM
  • Get lead by ID
    Get lead by ID in Zoho CRM
  • Get object by ID
    Get object by ID in Zoho CRM
  • Search accounts Batch
    Search accounts in Zoho CRM
  • Search campaigns Batch
    Search campaigns in Zoho CRM
  • Search contacts Batch
    Search contacts in Zoho CRM
  • Search invoice
    Search invoice in Zoho CRM
  • Search leads Batch
    Search leads in Zoho CRM
  • Search custom objects
    Search custom objects in Zoho CRM
  • Search standard objects
    Search standard objects in Zoho CRM
  • Search deals Batch
    Search deals in Zoho CRM
  • Search products Batch
    Search products in Zoho CRM
  • Search vendors Batch
    Search vendors in Zoho CRM
  • Update account
    Update account in Zoho CRM
  • Update campaign
    Update campaign in Zoho CRM
  • Update contact
    Update contact in Zoho CRM
  • Update invoice
    Update invoice in Zoho CRM
  • Update lead
    Update lead in Zoho CRM
  • Update deal
    Update deal in Zoho CRM
  • Update vendor
    Update vendor in Zoho CRM
  • Upsert custom object
    Upsert custom object in Zoho CRM
  • Upsert standard object
    Upsert standard object in Zoho CRM

    • Any other action you can think up

The wonders of Workato

Easily set up as many intelligent automations you need.
  • 1000s of ready-to-use templates
  • Accelerate work with intelligent automation
  • Do it yourself, faster
  • Build bots. Put them to work

Market leaders run on Workato

  • mgm
  • adobe
  • att
  • atlassian
  • slack

Let’s start automating

Schedule a Demo