Connect Drift and QuickBooks
Integrate Drift with QuickBooks to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Known Contact in Drift when New Invoice in QuickBooks
Create or Update Contact From External in Drift when New Invoice in QuickBooks
Find User by End User Id in Drift when New Invoice in QuickBooks
Find User by Anonymous Id in Drift when New Invoice in QuickBooks
Update Known Contact in Drift when New Customer in QuickBooks
Popular Drift + QuickBooks flows
Start from a real workflow other teams are already running.
Choose a trigger
Drift
When this happens...
- Request a new Trigger for Drift
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
Update Known Contact in Drift when New Invoice in QuickBooks
Use this flowCreate or Update Contact From External in Drift when New Invoice in QuickBooks
Use this flowFind User by End User Id in Drift when New Invoice in QuickBooks
Use this flowFind User by Anonymous Id in Drift when New Invoice in QuickBooks
Use this flowUpdate Known Contact in Drift when New Customer in QuickBooks
Use this flowCreate or Update Contact From External in Drift when New Customer in QuickBooks
Use this flowFind User by End User Id in Drift when New Customer in QuickBooks
Use this flowFind User by Anonymous Id in Drift when New Customer in QuickBooks
Use this flowUpdate Known Contact in Drift when New Bill in QuickBooks
Use this flowCreate or Update Contact From External in Drift when New Bill in QuickBooks
Use this flowSupported Triggers & Actions
Everything you can automate between Drift and QuickBooks.
When this happensTriggers
A trigger is an event that starts a workflow.
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 Drift integrations.
Update Known Contact
Updates an existing contact.
Create or Update Contact From External
Creates or updates a contact.
Find User by End User Id
Lookup User information by their end user id.
Find User by Anonymous Id
Lookup data for an existing user by their anonymous id.
Create Payment
Records a new payment transaction.
Create Department
Creates a new department
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Drift
Drift is a conversational marketing and sales platform that helps businesses connect with their customers in real-time through chat, email, video, and more. It enables companies to engage with website visitors, qualify leads, and accelerate the sales cycle.
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 Drift 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 Drift 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 Drift triggers actions in QuickBooks, and a separate workflow where QuickBooks triggers actions in Drift. 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 Drift and QuickBooks. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Drift 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.
