Integrate PEP Cloud with QuickBooks Online to automate your work

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QuickBooks OnlineQuickBooks Online
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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How Zapier works

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

Select a trigger from PEP Cloud

A trigger is an event that starts your Zap and runs the workflow. For example, with PEP Cloud, a trigger could be "Client Created."
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 PEP Cloud to QuickBooks Online

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

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your PEP Cloud to QuickBooks Online integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about PEP Cloud + QuickBooks Online integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with PEP Cloud and QuickBooks Online

How can I connect PEP Cloud with QuickBooks Online?

To connect PEP Cloud with QuickBooks Online, you first need to create a Zap from your Zapier dashboard. Once there, select PEP Cloud as your trigger app and choose the specific trigger event like 'New Project Created'. Then, set QuickBooks Online as the action app and configure it to perform actions such as 'Create Invoice' or 'Add Customer' based on the trigger.

What triggers are available in PEP Cloud for integration?

In PEP Cloud, you can use triggers such as 'New Contact Added', 'Project Status Updated', and 'New Task Created'. These triggers will prompt actions in connected apps like QuickBooks Online.

Which actions can be performed in QuickBooks Online through this integration?

Through the integration, you can perform actions in QuickBooks Online such as creating new invoices, adding customers or updating an existing entry based on activities occurring in PEP Cloud.

Are there any prerequisites for setting up the integration between PEP Cloud and QuickBooks Online?

Yes, ensure that you have active accounts for both PEP Cloud and QuickBooks Online. Additionally, API access should be enabled for both applications to allow communication through Zapier.

Can changes made in QuickBooks Online trigger an update back to PEP Cloud?

Currently, our integration supports one-way data flow from PEP Cloud to QuickBooks Online. Updates made directly in QuickBooks do not automatically sync back to PEP Cloud.

Is it possible to customize the data sent from PEP Cloud to QuickBooks?

Yes, during the setup of your Zap, you can map data fields from PEP Cloud to corresponding fields in QuickBooks Online. This allows for tailored data transfers based on each unique project or customer entry.

What should I do if the integration between my apps stops working?

If the integration stops working, first verify that both accounts are still active and that API permissions haven't changed. You can also check our support pages for troubleshooting steps or contact our support team for further assistance.

Connect PEP Cloud 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect PEP Cloud 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
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Start here
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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.

  • PEP Cloud triggers, actions, and search
    Client Created

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
  • PEP Cloud triggers, actions, and search
    eBid Lost

    Triggers when an eBid is lost.

    Trigger
    Instant
    Try It
    • First Name
    • Last Name
    • Company Name
    • Address1
    • Address2
    • City
    • State
    • Zipcode
    • Country
    • Phone
    • Fax
    • Cell
    • Email
    • Lead?
    • Lead Source
    • Color Dot Color
    Action
    Write
  • QuickBooks Online triggers, actions, and search
    New Bill

    Triggers when a new bill is added.

    Trigger
    Instant
    Try It
  • PEP Cloud triggers, actions, and search
    eBid Created

    Triggers when an eBid is created.

    Trigger
    Instant
    Try It
  • PEP Cloud triggers, actions, and search
    eBid Won

    Triggers when an eBid is won.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search
    New Account

    Triggers when you add a new account.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search
    New Customer

    Triggers when you add a new customer.

    Trigger
    Instant
    Try It

Learn how to automate PEP Cloud on the Zapier blog

Learn how to automate QuickBooks Online on the Zapier blog

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About PEP Cloud
PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.
Related categories
  • Project Management
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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.
Learn moreHelp
Related categories
  • Accounting
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