Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.

How do I connect Follow Up Boss to QuickBooks Online with Relay.app?

Create a free Relay.app account Set a trigger in Follow Up Boss or QuickBooks Online to kick off new workflow runs Add one or more actions to run in your workflow Authorize Follow Up Boss and QuickBooks Online to connect to Relay.app Turn on your workflow and start getting more done with less manual work Check above for some example workflows, or visit our help center for more details on how to get started.

Is Relay.app a Zapier alternative for connecting Follow Up Boss to QuickBooks Online?

Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing. Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need. For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives. Of course we're biased, but we believe Relay.app is the best way to connect and automate Follow Up Boss and QuickBooks Online—give it a try and let us know what you think.

Integrationsarrow_forwardFollow Up Boss Integrationsarrow_forward

Follow Up Boss + QuickBooks Online Integrations

Connect for free

On this page

Connect Follow Up Boss to QuickBooks Online
Example workflows
Triggers and actions
Follow Up Boss + your other apps
QuickBooks Online + your other apps
FAQ

Follow Up Boss + QuickBooks Online integrations

Use Relay.app's QuickBooks Online integrations to trigger actions across your apps

Preview of Use any of these QuickBooks actions in your Relay.app workflows.

Use Relay.app's QuickBooks Online integrations to trigger actions across your apps

Use any of these QuickBooks actions in your Relay.app workflows.

Overview

Connect Follow Up Boss to QuickBooks Online in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Follow Up Boss, QuickBooks Online, and many other popular SaaS applications.

Check below for example workflows using Follow Up Boss and QuickBooks Online, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Follow Up Boss + QuickBooks Online workflows

arrow_forward

Automatically create customer in QuickBooks Online for each person added in Follow Up Boss

Try it

arrow_forward

Create person automatically in Follow Up Boss for each expense created in QuickBooks Online

Try it

arrow_forward

Create vendor automatically in QuickBooks Online for each appointment added in Follow Up Boss

Try it

arrow_forward

Automatically update person in Follow Up Boss for each expense updated in QuickBooks Online

Try it

arrow_forward

Create expense automatically in QuickBooks Online for each deal added in Follow Up Boss

Try it

Follow Up Boss Triggers

Appointment

edit

Appointment changed

target

Appointment first meets conditions

add

New appointment added

Deal

edit

Deal changed

target

Deal first meets conditions

add

New deal added

Person

add

New person added

edit

Person changed

target

Person first meets conditions

QuickBooks Online Actions

Account

Find account(s)

Bill

receipt

Create bill

Find bill(s)

Class

Find class(es)

Customer

add

Create customer

library_add

Create or update customer

Find customer(s)

edit

Update customer

Estimate

request_quote

Create estimate

send

Send estimate

Expense

payments

Create expense

Find expense(s)

Invoice

receipt

Create invoice

Find invoice(s)

paid

Record invoice payment

send

Send invoice

block

Void invoice

Invoice line item

receipt

Create invoice line item

Item

Find item(s)

Sales Receipt

receipt_long

Create sales receipt

Term

Find term(s)

Vendor

add_business

Create vendor

Find vendor(s)

edit

Update vendor

QuickBooks Online Triggers

Account

add

Account created

edit_square

Account updated

Bill

add

Bill created

edit_square

Bill updated

Customer

add

Customer created

edit_square

Customer updated

Estimate

add

Estimate created

edit_square

Estimate updated

Expense

add

Expense created

edit_square

Expense updated

Invoice

add

Invoice created

edit_square

Invoice updated

Sales Receipt

add

Sales Receipt created

edit_square

Sales Receipt updated

Follow Up Boss Actions

Action plan

add_box

Apply action plan to person

Find action plan(s)

Appointment

add

Create appointment

Find appointment(s)

edit

Update appointment

Appointment outcome

Find appointment outcome(s)

Appointment type

Find appointment type(s)

Call

add

Create call

Find call(s)

Deal

add

Create deal

Find deal(s)

edit

Update deal

Deal pipeline

Find deal pipeline(s)

Lead

new_label

New lead, inquiry, or website activity

Note

add

Create note

edit

Update note

Person

new_label

Add tag to person

add

Create person

Find person / people

label_off

Remove tag from person

edit

Update person

Person stage

Find person stage(s)

Task

add

Create task

Find task(s)

edit

Update task

Text message

add

Create text message

Find text messages for person

User

Find user(s)

Create your own Follow Up Boss + QuickBooks Online integration

Select a trigger in Follow Up Boss

Select an action in QuickBooks Online

Create your workflow

Or automate QuickBooks Online + Follow Up Boss

Select a trigger in QuickBooks Online

Select an action in Follow Up Boss

Create your workflow

Connect Follow Up Boss to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect QuickBooks Online to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Follow Up Boss to QuickBooks Online with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Follow Up Boss or QuickBooks Online to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Follow Up Boss and QuickBooks Online to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Follow Up Boss to QuickBooks Online?
link
Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Follow Up Boss and QuickBooks Online—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

Notion Coach

@NotionCoach

Finally getting a chance to explore @relay and wow, UX feels leaps ahead of Zapier/Make.

Maayan

Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

Eva (Ziki) Zivanovic

@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

Visit our wall of love

New to Relay.app? Learn how to automate your first workflow

What will you automate?

Get started for free

Follow Up Boss + QuickBooks Online integrations

Example Follow Up Boss + QuickBooks Online workflows

Automatically create customer in QuickBooks Online for each person added in Follow Up Boss

Create person automatically in Follow Up Boss for each expense created in QuickBooks Online

Create vendor automatically in QuickBooks Online for each appointment added in Follow Up Boss

Automatically update person in Follow Up Boss for each expense updated in QuickBooks Online

Create expense automatically in QuickBooks Online for each deal added in Follow Up Boss

Create your own Follow Up Boss + QuickBooks Online integration

Or automate QuickBooks Online + Follow Up Boss

Connect Follow Up Boss to your other apps

Or connect QuickBooks Online to your other apps

FAQ

What is Relay.app?

How do I connect Follow Up Boss to QuickBooks Online with Relay.app?

Is Relay.app a Zapier alternative for connecting Follow Up Boss to QuickBooks Online?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?