Connect Micro and QuickBooks
Integrate Micro with QuickBooks to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Quickbooks when New Record in Micro
Find Invoices by ID in QuickBooks when When a new organization is created in Micro
Find Invoices by ID in QuickBooks when New Record in Micro
Get Customer Income from QuickBooks when New Record in Micro
Get Customer Income from QuickBooks when New Contact in Micro
Popular Micro + QuickBooks flows
Start from a real workflow other teams are already running.
Choose a trigger
Micro
When this happens...
New Contact
When a new deal is created
When a new organization is created
New Record
When a deal is updated
When a contact is updated
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 Account in Quickbooks when New Record in Micro
Use this flowFind Invoices by ID in QuickBooks when When a new organization is created in Micro
Use this flowFind Invoices by ID in QuickBooks when New Record in Micro
Use this flowGet Customer Income from QuickBooks when New Record in Micro
Use this flowGet Customer Income from QuickBooks when New Contact in Micro
Use this flowCreate Account in Quickbooks when When a new deal is created in Micro
Use this flowGet BalanceSheet Report from QuickBooks when New Contact in Micro
Use this flowGet BalanceSheet Report from QuickBooks when When a new organization is created in Micro
Use this flowCreate Invoice in QuickBooks when When a deal is updated in Micro
Use this flowGet Customer Income from QuickBooks when When a deal is updated in Micro
Use this flowSupported Triggers & Actions
Everything you can automate between Micro and QuickBooks.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new page is published in Micro.so.
When a new deal is created
Runs the workflow automatically whenever a new deal is added to the account.
When a new organization is created
Runs the workflow automatically whenever a new organization is added to Micro.
New Record
Runs the workflow automatically whenever a new page is published in Micro.so.
When a deal is updated
Runs the workflow automatically whenever an existing deal is updated in Micro.
When a contact is updated
Runs the workflow automatically whenever any contact is updated in the account.
Do thisActions
Action is the task that follows automatically within your Micro integrations.
Create Contact
Add a contact using an email and optional details like name, title, phone, social profiles, location, status, and custom fields.
Update Contact
Update a contact's details by contact ID. Provide at least one field value to change.
Create Deal
Create a new deal with a name, value, labels, and optional custom fields.
Update Deal
Change one or more fields on a deal record.
Find Contact
Find a contact using a specific property (e.g., email or name), optionally limiting the search to a contact list.
Find Deals
Retrieve deals from your workspace, with options to filter by list, sort results, paginate, and include totals or deleted items.
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 Micro
Micro is an AI-powered agent and everything app that unifies email, messaging, CRM, meetings, tasks, and documents in one workspace. It connects to Gmail, Slack, LinkedIn, calendars, and 1000+ tools so the agent can understand context, automate follow-ups, triage inboxes, enrich contacts, summarize meetings, update records, and even spin up custom mini‑apps and workflows. Available on web and iOS with iMessage and Slack access, plus developer APIs and enterprise-grade security.
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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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Micro 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 Micro 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 Micro triggers actions in QuickBooks, and a separate workflow where QuickBooks triggers actions in Micro. 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 Micro and QuickBooks. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Micro 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.