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Pipedrive

QuickBooks Online

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We all know the pen is mightier than the sword. Possibly surpassing the pen these days is writing code. If you know how to code, you can build just about anything digital you set your mind to.

How a Coding Bootcamp Automates Invoice Creation and Cuts Out Manual Work

Is it really time to create another invoice? AND a matching customer in Quickbooks? It's a good problem to have, but Zapier's automation will make it a breeze! Every time a new deal lands in Pipedrive, we'll automatically create a customer and an invoice. 

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

New Activity

Triggers when an activity newly matches a Pipedrive filter for the first time.

Activity Matching Filter

New Deal

Triggers when a deal newly matches a Pipedrive filter for the first time.

Deal Matching Filter

New Lead

New Note

Triggers when a new organization is created.

New Organization

Triggers when an organization newly matches a Pipedrive filter for the first time.

Organization Matching Filter

New Person

Triggers when a person newly matches a Pipedrive filter for the first time.

Person Matching Filter

New Project

Updated Deal Stage

Triggers when an existing deal is updated.

Updated Deal

Triggers when an existing organization is updated.

Updated Organization

Triggers when an existing person is updated.

Updated Person

Find Activity

Find Deal

 Finds multiple deals related to a specific person (with line item support).

Find deals associated with a person

Finds multiple Deals associated with a Person (with line item support). 

Find Deals Associated with a Person

Find Lead

Finds multiple leads based on your search criteria, only returns the Lead IDs.

Find Multiple Leads

Find notes by deal, lead, person, user, or organization, up to 500 notes.

Retrieve Note

Finds notes by Deal, Lead, Person, User, or Organization, up to 500 notes.

Find Notes

Find Organization

Find Person

Find Product

Finds a product or products by name, ID, or product code (with line item support).

Find Product(s)

Finds a project or projects by title or other fields.

Find Project(s)

Searches for tasks by title, description, or other criteria.

Find Task

Find User

Finds an activity by subject, or creates one if none is found.

Find or Create Activity

Finds a deal by name, or creates one if none is found.

Find or Create Deal

Finds multiple deals by title, notes or custom fields.

Find Multiple Deals

Finds a lead by name, or creates one if none is found.

Find or Create Lead

Finds an organization by name, or creates one if none is found.

Find or Create Organization

Finds a person by name, or creates one if none is found.

Find or Create Person

Finds a product by name, or creates one if none are found.

Find or Create Product

Finds a project by name, or creates one if none are found.

Find or Create Project

Adds an existing label to an existing person.

Add Label to Person

Add Product to Deal

Create Activity

Create Deal

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

Attach File

Adds a follower to a deal, organization, person or product.

Add Follower

Create Lead

Create Note

Create Organization

Create Person

Create Product

Create Project

Create Task

Update Activity

Update Deal

Update Lead

Update Organization

Update Person

Updates an existing project in Pipedrive.

Update Project

Update Task

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

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.

New Account

Triggers when a new bank transaction is created.

New Bank Transaction

New Bill

New Customer

New Estimate

Estimate Emailed

New Expense

New Invoice

Triggers when an invoice becomes due within a specified number of days.

New Invoice Due

New Bill Payment

Triggers when a new credit memo is created.

New Credit Memo

New Deposit

Triggers when you add a new invoice (with line item support).

Triggers when an invoice is paid in full. (Balance changes to zero)

New Invoice Paid

Triggers when a new journal entry is created.

New Journal Entry

New Product

Triggers when there is a new refund receipt.

New Refund Receipt

Triggers when a new sales receipt is added (with line item support).

New Sales Receipt

Triggers when a new time entry is created.

New Time Entry

Triggers when a payment is received (with line item support).

New Payment

Triggers when a new purchase order is added.

New Purchase Order

Triggers when a new sales receipt is added.

Triggers when a new supplier credit is created.

New Supplier Credit

Updated Bill

Updated Credit Memo

Triggers when an existing customer is updated.

Updated Customer

Triggers when an existed estimate is updated.

Updated Estimate

Updated Invoice

New Vendor

Find Account

Get Attachments

Find a customer by name or email address.

Find Customer

Find Estimate

Find Class

Finds an employee based on display name or ID.

Find Employee

Find Payment

Find Sales Receipt

Find an invoice using either Invoice Number, Invoice ID or Invoice Date or Due Date.

Find Invoice

Find products by names (with line item support)

Find Products

Find Vendor

Find or Create Customer

Find or Create Employee

Finds or creates a specific sales receipt.

Find or Create Sales Receipt

Find or Create Vendor

Create a new bill, optionally tied to a customer.

Create Bill (Item Based)

Create a new bill, optionally tied to a customer (with line item support).

Create Bill (Account Based)

Create Deposit

Create Employee

Create Credit Memo

Create Customer

Create a new estimate (with line item support).

Create Estimate

Creates a new expense using check, cash, or credit card.

Create Expense

Create Product/Service

Create Journal Entry

Adds a new invoice (with line item support).

Create Invoice

Adds a new invoice (with line item and bundle item support).

Adds a new sales receipt (with line item support).

Create Sales Receipt

Creates a new payment, optionally linked to an invoice.

Create Payment

Create Purchase Order

Create Refund Receipt

Send Estimate

Send Invoice

Send Sales Receipt

Create Time Activity

Update Bill

Update Customer

Update Estimate

Updates an existing invoice (with line item support).

How a Coding Bootcamp Automates Invoice Creation and Cuts Out Manual Work

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