Jumpstart with Ready-to-Use QuickBooks Automations
How QuickBooks Integrations Work with CloudQix

1. Connect QuickBooks
Securely link your QuickBooks
account to the CloudQix
platform.
2. Select a Trigger
Choose the event in
QuickBooks that will
start your workflow.
3. Choose an Action
Decide what should happen
in another app when the
trigger occurs.
4. Customize & Test
Adjust any settings, test the
workflow, and make sure that
data flows correctly.
5. Automate Workflows
Run your workflow automatically,
track performance, and update
anytime — no coding needed.
Supported QuickBooks Actions & Triggers
- Create, get, search, and update customers
- Create, get, search, update, and delete invoices
- Create, get, search, and update items
- Create, get, search, update, and delete bills
- Create, get, search, and update vendors
- Create, get, search, and update accounts
- Create, get, search, update, and delete sales receipts
- Create, get, search, update, and delete purchases
- Create, get, search, update, and delete refund receipts
- Create, get, search, update, and delete purchase orders
- Create, get, search, update, and delete payments
- Create, get, search, update, and delete deposits
- Create, get, search, and update classes
- Search, get, and update company info
- Create, get, search, and update company currencies
- Search and get customer types
- Create, get, search, and update departments
- Search, get, and update preferences
- Create, get, search, update, and delete credit memos
- Search and get tax codes
- Search and get tax rates
- Create tax services
Connect QuickBooks to Any of These Apps
More eCommerce Integrations
Here are other popular integrations used by teams working with QuickBooks:
- Wealthbox
- HubSpot
- Shopify
- Salesforce
Ready to Automate
QuickBooks Workflows?
Start your free trial today or speak to a specialist to see how CloudQix streamlines QuickBooks workflows.












