Connect Deskpro and QuickBooks
Integrate Deskpro with QuickBooks to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Deskpro + QuickBooks flows
Start from a real workflow other teams are already running.
Choose a trigger
Deskpro
When this happens...
New Organization
New Person Added
New Ticket
New Task
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 Brand in Deskpro when New Invoice in QuickBooks
Use this flowCreate Ticket in Deskpro when New Invoice in QuickBooks
Use this flowCreate Organization in Deskpro when New Invoice in QuickBooks
Use this flowFind Ticket in Deskpro when New Invoice in QuickBooks
Use this flowFind Organization in Deskpro when New Invoice in QuickBooks
Use this flowAdd Message to Ticket in Deskpro when New Invoice in QuickBooks
Use this flowUpdate Ticket in Deskpro when New Invoice in QuickBooks
Use this flowCreate Person in Deskpro when New Invoice in QuickBooks
Use this flowFind Person in Deskpro when New Invoice in QuickBooks
Use this flowCreate Brand in Deskpro when New Customer in QuickBooks
Use this flowSupported Triggers & Actions
Everything you can automate between Deskpro and QuickBooks.
When this happensTriggers
A trigger is an event that starts a workflow.
New Organization
This trigger checks for newly created organizations in Deskpro on a scheduled interval (e.g., every 5 or 15 minutes).
New Person Added
This trigger automatically checks for new people (users) added to your Deskpro account on a regular schedule (e.g., every 5 or 15 minutes).
New Ticket
Checks for any new ticket created
New Task
This trigger checks for newly created tasks in Deskpro.
New Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is added.
Do thisActions
Action is the task that follows automatically within your Deskpro integrations.
Create Brand
Create a Breand in Deskpro
Create Ticket
Create a new Deskpro support ticket with subject, requester email, message (HTML or text), context (agent/user), and status.
Create Organization
Create a new organization in Deskpro, optionally setting parent org, labels, summary, picture, phone number, and primary contact.
Find Ticket
Retrieve tickets from Deskpro using a query string.
Find Organization
Search Deskpro organizations by exact or partial name and return matching organization records or a message if none are found.
Add Message to Ticket
Add a text or HTML message to an existing Deskpro ticket to update the requester or record ticket details.
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 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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Deskpro 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 Deskpro 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 Deskpro triggers actions in QuickBooks, and a separate workflow where QuickBooks triggers actions in Deskpro. 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 Deskpro and QuickBooks. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Deskpro 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.
