QuickBooks Online + Smartlead.ai Integrations

Use any of these QuickBooks actions in your Relay.app workflows.
Use any of these QuickBooks actions in your Relay.app workflows.
Preview of Use any of these QuickBooks actions in your Relay.app workflows.
Preview of Use any of these QuickBooks actions in your Relay.app workflows.
Overview
Connect QuickBooks Online to Smartlead.ai in just a few clicks, for free, with Relay.app.
Check below for the triggers and actions Relay.app supports, as well as example workflows using QuickBooks Online and Smartlead.ai. Relay.app provides seamless integration between QuickBooks Online, Smartlead.ai, and many other popular SaaS applications. Keep your data in sync across apps and set up repeated processes that can run without you needing to lift another finger.
Relay.app is an automation tool that people love for its deep & easy-to-use integrations, embedded AI features, human-in-the-loop functionality, and powerful workflow essentials.

Example QuickBooks Online + Smartlead.ai workflows

QuickBooks Online iconarrow_forwardSmartlead.ai icon

Automatically add lead to campaign in Smartlead.ai for each expense created in QuickBooks Online

Smartlead.ai iconarrow_forwardQuickBooks Online icon

Create customer automatically in QuickBooks Online for each lead added in Smartlead.ai

QuickBooks Online iconarrow_forwardSmartlead.ai icon

Update lead automatically in Smartlead.ai for each expense updated in QuickBooks Online

Smartlead.ai iconarrow_forwardQuickBooks Online icon

Automatically create vendor in QuickBooks Online for each lead unsubscribed in Smartlead.ai

QuickBooks Online iconarrow_forwardSmartlead.ai icon

Update lead category automatically in Smartlead.ai for each account created in QuickBooks Online

QuickBooks Online Triggers
Account
QuickBooks Online logo
add
Account created
QuickBooks Online logo
edit_square
Account updated
Bill
QuickBooks Online logo
add
Bill created
QuickBooks Online logo
edit_square
Bill updated
Customer
QuickBooks Online logo
add
Customer created
QuickBooks Online logo
edit_square
Customer updated
Estimate
QuickBooks Online logo
add
Estimate created
QuickBooks Online logo
edit_square
Estimate updated
Expense
QuickBooks Online logo
add
Expense created
QuickBooks Online logo
edit_square
Expense updated
Invoice
QuickBooks Online logo
add
Invoice created
QuickBooks Online logo
edit_square
Invoice updated
Sales Receipt
QuickBooks Online logo
add
Sales Receipt created
QuickBooks Online logo
edit_square
Sales Receipt updated
Vendor
QuickBooks Online logo
add
Vendor created
QuickBooks Online logo
edit_square
Vendor updated
Smartlead.ai Actions
Campaign
Smartlead.ai logo
person_add
Add lead to campaign
Smartlead.ai logo
search
Find lead(s)
Smartlead.ai logo
pause
Pause campaign for lead
Smartlead.ai logo
person_remove
Remove lead from campaign
Smartlead.ai logo
play_circle
Resume campaign for lead
Smartlead.ai logo
unsubscribe
Unsubscribe lead from all campaigns
Smartlead.ai logo
unsubscribe
Unsubscribe lead from campaign
Smartlead.ai logo
edit
Update lead
Smartlead.ai logo
tag
Update lead category
Other
Smartlead.ai logo
block
Add to global block list
Smartlead.ai Triggers
Campaign
Smartlead.ai logo
left_click
Email link clicked
Smartlead.ai logo
mark_email_read
Email opened
Smartlead.ai logo
add
Lead added
Smartlead.ai logo
unsubscribe
Lead unsubscribed
Reply
Smartlead.ai logo
send
Email sent to lead
Smartlead.ai logo
reply
Lead replied to email
QuickBooks Online Actions
Account
QuickBooks Online logo
search
Find account(s)
Bill
QuickBooks Online logo
receipt
Create bill
QuickBooks Online logo
search
Find bill(s)
Class
QuickBooks Online logo
search
Find class(es)
Customer
QuickBooks Online logo
add
Create customer
QuickBooks Online logo
library_add
Create or update customer
QuickBooks Online logo
search
Find customer(s)
QuickBooks Online logo
edit
Update customer
Estimate
QuickBooks Online logo
monetization_on
Create estimate
QuickBooks Online logo
send
Send estimate
Expense
QuickBooks Online logo
payments
Create expense
QuickBooks Online logo
search
Find expense(s)
Invoice
QuickBooks Online logo
receipt
Create invoice
QuickBooks Online logo
search
Find invoice(s)
QuickBooks Online logo
send
Send invoice
QuickBooks Online logo
block
Void invoice
Item
QuickBooks Online logo
search
Find item(s)
Sales Receipt
QuickBooks Online logo
receipt_long
Create sales receipt
Term
QuickBooks Online logo
search
Find term(s)
Vendor
QuickBooks Online logo
add_business
Create vendor
QuickBooks Online logo
search
Find vendor(s)
QuickBooks Online logo
edit
Update vendor

Create your own QuickBooks Online + Smartlead.ai integration

Select a trigger in QuickBooks Online
Select an action in Smartlead.ai
Create your workflow

Or automate Smartlead.ai + QuickBooks Online

Select a trigger in Smartlead.ai
Select an action in QuickBooks Online
Create your workflow

See why people love Relay.app

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Marco Elizalde
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@marcoETmx
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I discovered @relay and it is incredible

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Lucas Grey
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@ImLucasGrey
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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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Rafa
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@rafanocode
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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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Duke Dao
@dummy_coder
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.@relay is just straight out awesome. Give it a try

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Benjamin Borowski👨‍🚒
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@typeoneerror
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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.

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

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Maayan
Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

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Eva (Ziki) Zivanovic
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@ZikiDoesNotion
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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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Lincoln T.
Small Business
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5 stars

Honestly, Relay is hands down my preferred automation tool (wayyyyy better than Zapier).

Honestly, Relay is hands down my preferred automation tool (wayyyyy better than Zapier). So thanks guys and keep up the awesome work!

- It super easy to test automations

- more than enough integrations with the essential apps

- human in the loop makes things so easy (and durable)

- the first automation platform where it makes sense to add your team to

- support is out of this world fast and helpful

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Zack S.
Small Business
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4.5 stars

Easy to use automation tool with a great team and product support

Ease of use to automate many different tasks. The platform is being updated regularly to become more powerful and provides access to ai features that make it available to anyone with basic computer skills.

Customer support is top notch

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

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