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Pipedrive + QuickBooks Online Integrations

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Connect Pipedrive to QuickBooks Online
Example screenshots
Example workflows
Triggers and actions
Pipedrive + your other apps
QuickBooks Online + your other apps
Related blog posts
FAQ

Pipedrive + QuickBooks Online integrations

Pipedrive > QuickBooks Online

Trigger

Last triggered

Deal stage changed

Create customer

Overview

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

Check below for example workflows using Pipedrive 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

Screenshots of Pipedrive and QuickBooks Online integrations in Relay.app

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

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

Preview of 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 Pipedrive integrations to trigger actions across your apps

Use any of these Pipedrive 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.

Example Pipedrive + QuickBooks Online workflows

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Automatically create customer in QuickBooks Online for each deal stage changed in Pipedrive

Try it

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Add activity to deal automatically in Pipedrive for each expense created in QuickBooks Online

Try it

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Create vendor automatically in QuickBooks Online for each deal closed in Pipedrive

Try it

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Automatically add activity to lead in Pipedrive for each expense updated in QuickBooks Online

Try it

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Create expense automatically in QuickBooks Online for each deal won in Pipedrive

Try it

Pipedrive Triggers

Activity

add

Activity added

Deal

edit

Deal changed

payments

Deal closed

target

Deal first meets conditions

payments

Deal lost

conversion_path

Deal stage changed

payments

Deal won

add

New deal added

Lead

add

Lead added

Organization

add

New organization added

edit

Organization changed

target

Organization first meets conditions

Person

add

New person added

edit

Person changed

target

Person first meets conditions

Product

add

New product added

edit

Product changed

target

Product first meets conditions

Project

add

Project added

conversion_path

Project phase changed

task_alt

Project status changed

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

Pipedrive Actions

Activity

add

Add activity

edit

Update activity

Deal

add

Add activity to deal

add

Add deal

person_add

Add follower to deal

person_add

Add participiant

add

Add product

attach_file

Attach deal to project

content_copy

Duplicate deal

Find deal(s)

edit

Update deal

schedule

Wait until deal stage reached

Lead

web_stories

Add activity to lead

person_add

Add lead for organization

person_add

Add lead for person

Create your own Pipedrive + QuickBooks Online integration

Select a trigger in Pipedrive

Select an action in QuickBooks Online

Create your workflow

Or automate QuickBooks Online + Pipedrive

Select a trigger in QuickBooks Online

Select an action in Pipedrive

Create your workflow

Connect Pipedrive 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)

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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 Pipedrive to QuickBooks Online with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Pipedrive or QuickBooks Online to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Pipedrive 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 Make.com alternative for connecting Pipedrive to QuickBooks Online?
link
Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Pipedrive to QuickBooks Online that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Pipedrive and QuickBooks Online—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

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

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@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.

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@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.

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@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

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@dummy_coder

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@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

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Co-Founder at Elementary

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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

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Pipedrive + QuickBooks Online integrations

Screenshots of Pipedrive and QuickBooks Online integrations in Relay.app

Example Pipedrive + QuickBooks Online workflows

Automatically create customer in QuickBooks Online for each deal stage changed in Pipedrive

Add activity to deal automatically in Pipedrive for each expense created in QuickBooks Online

Create vendor automatically in QuickBooks Online for each deal closed in Pipedrive

Automatically add activity to lead in Pipedrive for each expense updated in QuickBooks Online

Create expense automatically in QuickBooks Online for each deal won in Pipedrive

Create your own Pipedrive + QuickBooks Online integration

Or automate QuickBooks Online + Pipedrive

Connect Pipedrive to your other apps

Or connect QuickBooks Online to your other apps

Related blog posts

The best form automation software in 2024

7 Pipedrive automations for effortless lead management

FAQ

What is Relay.app?

How do I connect Pipedrive to QuickBooks Online with Relay.app?

Is Relay.app a Make.com alternative for connecting Pipedrive to QuickBooks Online?

See why people love Relay.app

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

What will you automate?