Connect QuickBooks and InvGate Service Management
Integrate QuickBooks with InvGate Service Management to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Incident in InvGate Service Management when New Invoice in QuickBooks
Get Categories from InvGate Service Management when New Invoice in QuickBooks
Get Users from InvGate Service Management when New Invoice in QuickBooks
Get Incident Details from InvGate Service Management when New Invoice in QuickBooks
Create User in InvGate Service Management when New Invoice in QuickBooks
Popular QuickBooks + InvGate Service Management 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
InvGate Service Management
Automatically do this!
Create Incident
Get Categories
Get Users
Get Incident Details
Create User
Create Incident in InvGate Service Management when New Invoice in QuickBooks
Use this flowGet Categories from InvGate Service Management when New Invoice in QuickBooks
Use this flowGet Users from InvGate Service Management when New Invoice in QuickBooks
Use this flowGet Incident Details from InvGate Service Management when New Invoice in QuickBooks
Use this flowCreate User in InvGate Service Management when New Invoice in QuickBooks
Use this flowCreate Incident in InvGate Service Management when New Customer in QuickBooks
Use this flowGet Categories from InvGate Service Management when New Customer in QuickBooks
Use this flowGet Users from InvGate Service Management when New Customer in QuickBooks
Use this flowGet Incident Details from InvGate Service Management when New Customer in QuickBooks
Use this flowCreate User in InvGate Service Management when New Customer in QuickBooks
Use this flowSupported Triggers & Actions
Everything you can automate between QuickBooks and InvGate Service Management.
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.
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.
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About InvGate Service Management
InvGate Service Management is an IT service management (ITSM) platform that helps teams manage incidents, service requests, problems, changes, and assets from a single workspace. Automate workflows, track SLAs, streamline ticket resolution, and improve service delivery with powerful reporting and integrations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your QuickBooks and InvGate Service Management 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 InvGate Service Management 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 InvGate Service Management. No coding required.
Yes. You can set up a workflow where QuickBooks triggers actions in InvGate Service Management, and a separate workflow where InvGate Service Management 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 InvGate Service Management. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire QuickBooks and InvGate Service Management integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
