Connect QuickBooks and BigMailer
Integrate QuickBooks with BigMailer to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular QuickBooks + BigMailer flows
Start from a real workflow other teams are already running.
Choose a trigger
QuickBooks
When this happens...
New Invoice
New Customer
New Bill
Choose an action
BigMailer
Automatically do this!
Add/Update Contact
Create List
Update List
Create Field
Update Field
Create Brand Property
Update Brand Property
Create Brand
Update Brand
Search Brand
Create User
Update User
Search User
Add/Update Contact in BigMailer when New Invoice in QuickBooks
Use this flowCreate List in BigMailer when New Invoice in QuickBooks
Use this flowUpdate List in BigMailer when New Invoice in QuickBooks
Use this flowCreate Field in BigMailer when New Invoice in QuickBooks
Use this flowUpdate Field in BigMailer when New Invoice in QuickBooks
Use this flowCreate Brand Property in BigMailer when New Invoice in QuickBooks
Use this flowUpdate Brand Property in BigMailer when New Invoice in QuickBooks
Use this flowCreate Brand in BigMailer when New Invoice in QuickBooks
Use this flowUpdate Brand in BigMailer when New Invoice in QuickBooks
Use this flowSearch Brand in BigMailer when New Invoice in QuickBooks
Use this flowSupported Triggers & Actions
Everything you can automate between QuickBooks and BigMailer.
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.
New Contact
Trigger when new contact is created.
New User
Triggers when a new user is created.
New Brand
Triggers when a new brand is created.
Do thisActions
Action is the task that follows automatically within your QuickBooks integrations.
Create Payment
Records a new payment transaction.
Create Department
Creates a new department
Create Invoice
Creates a new invoice.
Create Customer
Create a customer record with contact, billing, shipping, tax, payment, and notes information.
Create Account
Creates a new account.
Get BalanceSheet Report
Get a balanceSheet report.
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 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
About BigMailer
Bigmailer is a comprehensive email marketing platform designed to help businesses manage and automate their email campaigns efficiently. It offers features such as email list management, campaign automation, and detailed analytics to optimize email marketing efforts.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your QuickBooks and BigMailer 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 QuickBooks and BigMailer 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 BigMailer. No coding required.
Yes. You can set up a workflow where QuickBooks triggers actions in BigMailer, and a separate workflow where BigMailer triggers actions in QuickBooks. 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 QuickBooks and BigMailer. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire QuickBooks and BigMailer integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
