Connect QuickBooks and Campaign Monitor
Integrate QuickBooks with Campaign Monitor to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Subscriber to Campaign Monitor when New Invoice in QuickBooks
Unsubscribe from Campaign Monitor when New Invoice in QuickBooks
Create Draft Campaign in Campaign Monitor when New Invoice in QuickBooks
List Clients in Campaign-monitor when New Invoice in QuickBooks
Get Billing Details from Campaign Monitor when New Invoice in QuickBooks
Popular QuickBooks + Campaign Monitor 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
Campaign Monitor
Automatically do this!
Add Subscriber
Unsubscribe
Create Draft Campaign
List Clients
Get Billing Details
Update a Subscriber
Add Subscriber to Campaign Monitor when New Invoice in QuickBooks
Use this flowUnsubscribe from Campaign Monitor when New Invoice in QuickBooks
Use this flowCreate Draft Campaign in Campaign Monitor when New Invoice in QuickBooks
Use this flowList Clients in Campaign-monitor when New Invoice in QuickBooks
Use this flowGet Billing Details from Campaign Monitor when New Invoice in QuickBooks
Use this flowUpdate a Subscriber in Campaign Monitor when New Invoice in QuickBooks
Use this flowAdd Subscriber to Campaign Monitor when New Customer in QuickBooks
Use this flowUnsubscribe from Campaign Monitor when New Customer in QuickBooks
Use this flowCreate Draft Campaign in Campaign Monitor when New Customer in QuickBooks
Use this flowList Clients in Campaign-monitor when New Customer in QuickBooks
Use this flowSupported Triggers & Actions
Everything you can automate between QuickBooks and Campaign Monitor.
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 Subscriber
Triggers when a new subscriber is added to a designated list.
New Unsubscriber
Triggers when a subscriber unsubscribes from a list.
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.
Find or Create Customer
Search for a customer by name or email; optionally create a new customer if none are found.
Create Account
Creates a new account.
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.
Learn moreSimilar apps
About Campaign Monitor
Campaign Monitor is a powerful email marketing platform designed to help businesses create, send, and optimize their email campaigns. With a user-friendly interface and robust features, it enables marketers to engage their audience effectively and drive better results.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your QuickBooks and Campaign Monitor 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 Campaign Monitor 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 Campaign Monitor. No coding required.
Yes. You can set up a workflow where QuickBooks triggers actions in Campaign Monitor, and a separate workflow where Campaign Monitor 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 Campaign Monitor. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire QuickBooks and Campaign Monitor integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
