QuickBooks Online + Smartlead.ai integrations

QuickBooks Online logoQuickBooks Online > Smartlead.ai
Trigger
Last triggered
QuickBooks Online logoExpense created
Smartlead.ai logoAdd lead to campaign
Overview
Connect QuickBooks Online to Smartlead.ai in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between QuickBooks Online, Smartlead.ai, and many other popular SaaS applications.
Check below for example workflows using QuickBooks Online and Smartlead.ai, 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.

Screenshots of QuickBooks Online and Smartlead.ai integrations in Relay.app

Use Relay.app's QuickBooks Online integrations to trigger actions across your apps
Use Relay.app's QuickBooks Online integrations to trigger actions across your apps
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.
Preview of Use Relay.app's Smartlead.ai integrations to trigger actions across your apps
Preview of Use any of these Smartlead.ai actions in your Relay.app workflows.

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
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
Reply
Smartlead.ai logo
reply
Reply to lead message
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
request_quote
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
paid
Record invoice payment
QuickBooks Online logo
send
Send invoice
QuickBooks Online logo
block
Void invoice
Invoice line item
QuickBooks Online logo
receipt
Create invoice line item
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

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Or connect Smartlead.ai to your other apps

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    1. Create a free Relay.app account
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    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.

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    Of course we're biased, but we believe Relay.app is the best way to connect and automate QuickBooks Online and Smartlead.ai—give it a try and let us know what you think.

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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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