Connect Advogalia and QuickBooks
Integrate Advogalia with QuickBooks to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Advogalia + QuickBooks flows
Start from a real workflow other teams are already running.
Choose a trigger
Advogalia
When this happens...
New Case
New Client
New Deadline
Choose an action
QuickBooks
Automatically do this!
Create Payment
Create Department
Create Invoice
Create Customer
Create Account
Get BalanceSheet Report
Get Customer Balance
Get Customer Income
Find Customer by ID
Find Invoices by ID
Find Invoices
Create Payment in QuickBooks when New Case in Advogalia
Use this flowCreate Department in QuickBooks when New Case in Advogalia
Use this flowCreate Invoice in QuickBooks when New Case in Advogalia
Use this flowCreate Customer in QuickBooks when New Case in Advogalia
Use this flowCreate Account in Quickbooks when New Case in Advogalia
Use this flowGet BalanceSheet Report from QuickBooks when New Case in Advogalia
Use this flowGet Customer Balance from QuickBooks when New Case in Advogalia
Use this flowGet Customer Income from QuickBooks when New Case in Advogalia
Use this flowFind Customer by ID in QuickBooks when New Case in Advogalia
Use this flowFind Invoices by ID in QuickBooks when New Case in Advogalia
Use this flowSupported Triggers & Actions
Everything you can automate between Advogalia and QuickBooks.
When this happensTriggers
A trigger is an event that starts a workflow.
New Case
Runs when a new case is created in your Advogalia office.
New Client
Runs when a new client is added to the CRM, optionally of a chosen relationship type.
New Deadline
Runs when a new deadline, hearing or task is created, optionally for a chosen type or case.
New Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is added.
New Bill
Triggers when a new bill is created.
Do thisActions
Action is the task that follows automatically within your Advogalia integrations.
Create Client
Create a client in the Advogalia CRM with contact details and relationship type.
Get Case
Get a case's details, optionally with its latest court movements.
Update Case
Update details or the status of a selected case.
Create Case
Create a case to track in Advogalia, with process number, court and opposing party.
Update Client
Update contact details or relationship type of a selected client.
Find Client
Find clients by name, CPF/CNPJ or email, optionally by relationship type.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Advogalia
Advogalia is a Brazilian legal practice platform for law offices to manage cases, CRM clients, deadlines, hearings and court notices (intimações).
Learn moreSimilar apps
About QuickBooks
QuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Advogalia and QuickBooks accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Advogalia and QuickBooks as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach QuickBooks. No coding required.
Yes. You can set up a workflow where Advogalia triggers actions in QuickBooks, and a separate workflow where QuickBooks triggers actions in Advogalia. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Advogalia and QuickBooks. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Advogalia and QuickBooks integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
