Connect QuickBooks and Customer.io
Integrate QuickBooks with Customer.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List campaigns in Customer when New Invoice in QuickBooks
Create manual segment in Customer when New Invoice in QuickBooks
Delete a segment in Customer when New Invoice in QuickBooks
List campaigns in Customer when New Customer in QuickBooks
Create manual segment in Customer when New Customer in QuickBooks
Popular QuickBooks + Customer.io 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
Customer.io
Automatically do this!
List campaigns
Create manual segment
Delete a segment
List campaigns in Customer when New Invoice in QuickBooks
Use this flowCreate manual segment in Customer when New Invoice in QuickBooks
Use this flowDelete a segment in Customer when New Invoice in QuickBooks
Use this flowList campaigns in Customer when New Customer in QuickBooks
Use this flowCreate manual segment in Customer when New Customer in QuickBooks
Use this flowDelete a segment in Customer when New Customer in QuickBooks
Use this flowList campaigns in Customer when New Bill in QuickBooks
Use this flowCreate manual segment in Customer when New Bill in QuickBooks
Use this flowDelete a segment in Customer when New Bill in QuickBooks
Use this flowCreate Payment in QuickBooks when Customer Events from Customer.io
Use this flowSupported Triggers & Actions
Everything you can automate between QuickBooks and Customer.io.
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.
Customer Events
Triggers when Events are performed on customer
Email Events
Triggers when Events are performed on Email.
In-app Message Events
Triggers when Events are performed on messages.
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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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 Customer.io
Customer.io is a versatile marketing automation platform designed to help businesses create, send, and optimize targeted email campaigns. It enables users to engage with their audience through personalized messaging and automated workflows, ensuring effective communication and improved customer relationships.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your QuickBooks and Customer.io 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 Customer.io 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 Customer.io. No coding required.
Yes. You can set up a workflow where QuickBooks triggers actions in Customer.io, and a separate workflow where Customer.io 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 Customer.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire QuickBooks and Customer.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
