Connect NextAgency to QuickBooks Online and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Quickly connect NextAgency to QuickBooks Online with a Zapier template.

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Add new QuickBooks Online invoices as NextAgency tasks
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NextAgency + QuickBooks Online

Add new QuickBooks Online invoices as NextAgency tasks

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NextAgency + QuickBooks Online

How Zapier works

Zapier makes it easy to integrate NextAgency with QuickBooks Online - no code necessary. See how you can get setup in minutes.

Select a trigger from NextAgency

A trigger is an event that starts your Zap and runs the workflow. For example, with NextAgency, a trigger could be "Create Case."

A trigger is the event that kicks off your automated workflow.

Setup an action from QuickBooks Online

An action is what takes place after the automation is triggered. For example, with QuickBooks Online, the action could be "Create Bill (Item Based)."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected NextAgency to QuickBooks Online

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect NextAgency and QuickBooks Online to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect NextAgency and QuickBooks Online to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Create Case
Triggers when a new case is created.
Trigger
Instant
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- Name
  Required
- Last Name
- Contact First Name
- Contact Last Name
- Email
  Required
- Phone Number
  Required
- Lead Source
- Market Segment
  Required
- Custom Fields
Action
Write
- All Responses
  Required
- Submitted At
  Required
- Form Id
- Form Name
  Required
Action
Write
- All Responses
  Required
- Submitted At
  Required
- Form Id
- Form Name
  Required
Action
Write
New Bill
Triggers when a new bill is added.
Trigger
Scheduled
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New Estimate
Triggers when you add a new estimate.
Trigger
Scheduled
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New Invoice
Triggers when you add a new invoice.
Trigger
Scheduled
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New Sales Receipt
Triggers when a new sales receipt is added (with line item support).
Trigger
Scheduled
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New Purchase Order
Triggers when a new purchase order is added.
Trigger
Scheduled
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Updated Customer
Triggers when an existing customer is updated.
Trigger
Scheduled
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- Vendor
  Required
- Bill Number
- Line_item
- Line_description
- Amount
  Required
- Qty
- Unit Price
- Line_class
- AP Account
- Customer
- Due_date
- Transaction Date
Action
Write
- Vendor
  Required
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Global_tax_calculation
- Line_item
- Line_description
- Qty
- Unit Price
- Amount
  Required
- Billable?
- Customer
- Line_class
- Tax_code
- AP Account
- Memo
Action
Write
- Name
  Required
- Display_name
- Title
  Required
- First Name
- Last Name
- Company
- Email
  Required
- Phone
- Mobile
- Fax
- Website
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Notes
- Currency
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred_payment_method
- Preferred_delivery_method
- Terms
- Customer_type
Action
Write
- Payee_type
  Required
- Payment_type
  Required
- Account
  Required
- Payment Date
- Payment_method
- Reference Number
- Print Later?
- Account
- Description
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Memo
Action
Write
- Payment Date
- Journal_number
- Account
  Required
- Debit_amount
  Required
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Account
  Required
- Credit_amount
  Required
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Memo
- Currency
- Exchange_rate
Action
Write
- Customer
- Find Customer by Name/Email
- Email
  Required
- Send Later?
- Memo
- Message displayed on estimate
- Line_amount
  Required
- Service_date
- Line_description
- Line Item/Product
- Line Item Quantity
- Line Item Unit Price
- Line_item_tax_code
- Class
- Transaction Date
- Total_discount
- Payment_method
- Payment Reference Number
- Deposit To Account
- Sales_receipt_number
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Currency
- Exchange_rate
- Class
- Tax_code
- Total_tax
- Tax_calculation
- Shipping_tax
- Shipping Cost
- Department
Action
Write
- Vendor
  Required
- Task Type
- Mailing_address
- Shipping_address
- Payment Date
- Ship Via
- Purchase Order Number
- Account
- Description
- Amount
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Customer
- Class
- Memo
- Memo
Action
Write
- Invoice
  Required
- Email
  Required
Action
Write
- Time Activity Type
  Required
Action
Write
- Invoice
  Required
- Customer
- Billing_email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Transaction Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Bill Number
- Service_date
- Line Item/Product
- Line_description
- Line Item Quantity
- Line Item Unit Price
- Line_amount
  Required
- Line_item_tax_code
- Class
- Message displayed on estimate
- Memo
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax_code
- Total_tax
- Tax_calculation
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Shipping_tax
- Shipping Cost
- Deposit
- Class
- Department
- Location
- Currency
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- Name
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
- Name
  Required
- Display_name
- Title
  Required
- First Name
- Last Name
- Company
- Email
  Required
- Phone
- Mobile
- Fax
- Website
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Notes
- Currency
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred_payment_method
- Preferred_delivery_method
- Terms
- Customer_type
Action
Search or write

Create Ticket
Triggers when new ticket is created.
Trigger
Instant
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- Title
  Required
- Stage
- Priority
- Location
- Assigned To
- Case Name
  Required
- Due Date
- Body
- Tags
- Task Type
Action
Write
- Submitted At
  Required
- All Responses
  Required
- Form Name
  Required
- Form Id
Action
Write
New Account
Triggers when you add a new account.
Trigger
Scheduled
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New Customer
Triggers when you add a new customer.
Trigger
Scheduled
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New Expense
Triggers when a new expense is added.
Trigger
Scheduled
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New Invoice
Triggers when you add a new invoice (with line item support).
Trigger
Scheduled
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New Payment
Triggers when a payment is received (with line item support).
Trigger
Scheduled
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New Sales Receipt
Triggers when a new sales receipt is added.
Trigger
Scheduled
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New Vendor
Triggers when a new vendor is added.
Trigger
Scheduled
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- Vendor
  Required
- Terms
- Transaction Date
- Due_date
- Bill Number
- Department
- Currency
- Global_tax_calculation
- Description
- Amount
  Required
- Billable?
- Customer
- Class
- Account
  Required
- Tax_code
- AP Account
- Memo
Action
Write
- Customer
- Email
  Required
- Send Later?
- Billing_address
- Credit_memo_date
- Credit_memo_number
- Class
- Amount
  Required
- Service_date
- Product/Service
- Description
- Quantity
- Rate
- Tax
- Line_class
- Message_displayed_on_credit_memo
- Memo
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Tax_code
- Shipping Cost
Action
Write
- Customer
- Bill Number
- Line_amount
  Required
- Line_description
- Line Item/Product
- Line Item Quantity
- Line_item_tax_code
- Line Item Service Date
- Rate
- Expiration_date
- Message displayed on estimate
- Billing_address
- Shipping_address
- Shipping amount
- Bill Email
- Send Later?
- Discount_value
- Discount_percent
Action
Write
- Type
  Required
- Name
  Required
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- SKU
- Category
- Is Taxable?
Action
Write
- Customer
- Billing_email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Transaction Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Bill Number
- Service_date
- Line Item/Product
- Line_description
- Line Item Quantity
- Line Item Unit Price
- Line_amount
  Required
- Line_item_tax_code
- Class
- Message displayed on estimate
- Memo
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax_code
- Total_tax
- Tax_calculation
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Shipping_tax
- Shipping Cost
- Deposit
- Class
- Department
- Location
- Currency
Action
Write
- Customer
- Total Amount
  Required
- Unapplied Amount
- Transaction Date
- Payment_method
- Payment Reference Number
- Deposit To Account
- Line_amount
  Required
- Line Linked Invoice
- Memo
Action
Write
- Refund_from
  Required
- Customer
- Email
  Required
- Billing_address
- Refund_receipt_date
- Refund_receipt_number
- Transaction_class
- Payment_method
- Check_number
- Print Later?
- Product/Service
- Amount
  Required
- Service_date
- Description
- Quantity
- Rate
- Tax
- Class
- Message_displayed_on_refund_receipt
- Memo
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Tax_code
- Shipping Cost
Action
Write
- Sales_receipt
  Required
- Email
  Required
Action
Write
- Customer
  Required
- Company
- Email
- Title
  Required
- First Name
- Middle name
- Last Name
- Suffix
- Display_name
- Phone
- Mobile
- Fax
- Other
- Website
- Print_on_check_as
- Notes
- Billing Address - Street
- Billing Address - City/Town
- Billing Address - State/Province
- Billing Address - ZIP code
- Billing Address - Country
- Shipping Address - Street
- Shipping Address - City/Town
- Shipping Address - State/Province
- Shipping Address - ZIP code
- Shipping Address - Country
- Exemption_details
Action
Write
- Name
  Required
- Phone
- Email
  Required
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
Action
Write
- Name
  Required
Action
Search
- Bill Number
Action
Search
- Name
  Required
Action
Search
- Name
  Required
- Phone
- Email
  Required
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
Action
Search or write

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About NextAgency

NextAgency is an insurance agency management software and CRM that helps producers save time, money and clients.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

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