Connect Contacts+ and QuickBooks
Integrate Contacts+ with QuickBooks to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Payment in QuickBooks when Contact Is Created in Contacts
Create Department in QuickBooks when Contact Is Created in Contacts
Create Invoice in QuickBooks when Contact Is Created in Contacts
Create Customer in QuickBooks when Contact Is Created in Contacts
Create Account in Quickbooks when Contact Is Created in Contacts
Popular Contacts+ + QuickBooks flows
Start from a real workflow other teams are already running.
Choose a trigger
Contacts+
When this happens...
Contact Is Created
Contact Deleted
When a contact is updated
When a new tag is added
When a tag is deleted
Tag Updated
When a business card is transcribed
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 Contact Is Created in Contacts
Use this flowCreate Department in QuickBooks when Contact Is Created in Contacts
Use this flowCreate Invoice in QuickBooks when Contact Is Created in Contacts
Use this flowCreate Customer in QuickBooks when Contact Is Created in Contacts
Use this flowCreate Account in Quickbooks when Contact Is Created in Contacts
Use this flowGet BalanceSheet Report from QuickBooks when Contact Is Created in Contacts
Use this flowGet Customer Balance from QuickBooks when Contact Is Created in Contacts
Use this flowGet Customer Income from QuickBooks when Contact Is Created in Contacts
Use this flowFind Customer by ID in QuickBooks when Contact Is Created in Contacts
Use this flowFind Invoices by ID in QuickBooks when Contact Is Created in Contacts
Use this flowSupported Triggers & Actions
Everything you can automate between Contacts+ and QuickBooks.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Is Created
Runs when contact is created
Contact Deleted
Triggers when a contact is deleted from your Contacts+ account.
When a contact is updated
Runs the workflow automatically whenever any contact is updated in your Contacts+ account.
When a new tag is added
Runs the workflow automatically whenever a new tag is added to your Contacts+ account.
When a tag is deleted
Runs the workflow automatically whenever a tag is deleted from your account.
Tag Updated
Triggers when a tag is updated.
Do thisActions
Action is the task that follows automatically within your Contacts+ integrations.
Remove Tags From a Contact
Remove one or more tags from a contact.
Add a Note to a Contact
Add a note to a contact.
Create a Contact
Add a new contact with name, email, phone, address and other details.
Get Account Information
Fetches the authenticated user’s account information .
List My Teams
List the teams you are a member of.
Create Tag
Create a tag to label contacts
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 Contacts+
Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.
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 Contacts+ 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 Contacts+ 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 Contacts+ triggers actions in QuickBooks, and a separate workflow where QuickBooks triggers actions in Contacts+. 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 Contacts+ and QuickBooks. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Contacts+ 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.
