QuickBooks Online Beta

Insightly Beta


Integrate QuickBooks Online with Insightly
triggered when you add a new invoice (with line item support) in quickbooks online , create a new contact in your Insightly account.




What is QuickBooks Online?

QuickBooks is an accounting software package developed and marketed by Intuit. QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications

What is Insightly?

Using Insightly CRM to manage your customers, sales, and projects.



How to set the workflow up

  • Select QuickBooks Online as your trigger app and select an event
  • Select Insightly as your action app and select an event
  • Map the fields from QuickBooks Online to Insightly by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

Triggered when you add a new invoice (with line item support) in QuickBooks Online , create a new contact in your Insightly account.

Coming soon

  

Triggered when you add a new invoice (with line item support) in QuickBooks Online , create a new task in your Insightly account.

Coming soon

  

Triggered when you add a new invoice (with line item support) in QuickBooks Online , create a new note in your Insightly account.

Coming soon