Connect QuickBooks and Kit
Integrate QuickBooks with Kit to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Search Subscriber in Kit when New Invoice in QuickBooks
Add Subscriber To Form to a form in Kit when New Invoice in QuickBooks
Add Subscriber to Sequence in Kit when New Invoice in QuickBooks
Remove Tag From Subscriber in Kit when New Invoice in QuickBooks
Create Purchase in Kit when New Invoice in QuickBooks
Popular QuickBooks + Kit 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
Kit
Automatically do this!
Search Subscriber
Add Subscriber To Form
Add Subscriber to Sequence
Remove Tag From Subscriber
Create Purchase
Add Tag to Subscriber
Create or Update Subscriber
Update Subscriber
Unsubscribe Subscriber
Search Subscriber in Kit when New Invoice in QuickBooks
Use this flowAdd Subscriber To Form to a form in Kit when New Invoice in QuickBooks
Use this flowAdd Subscriber to Sequence in Kit when New Invoice in QuickBooks
Use this flowRemove Tag From Subscriber in Kit when New Invoice in QuickBooks
Use this flowCreate Purchase in Kit when New Invoice in QuickBooks
Use this flowAdd Tag to Subscriber in Kit when New Invoice in QuickBooks
Use this flowCreate or Update Subscriber in Kit when New Invoice in QuickBooks
Use this flowUpdate Subscriber in Kit when New Invoice in QuickBooks
Use this flowUnsubscribe Subscriber from Kit when New Invoice in QuickBooks
Use this flowSearch Subscriber in Kit when New Customer in QuickBooks
Use this flowSupported Triggers & Actions
Everything you can automate between QuickBooks and Kit.
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 Form Subscriber
Triggers when a subscription occurs to a specific form
New Purchase
Triggers when a new purchase is added to your account.
New Tag Subscriber
Triggers when a specific tag is added to a subscriber
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 Kit
ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your QuickBooks and Kit 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 Kit 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 Kit. No coding required.
Yes. You can set up a workflow where QuickBooks triggers actions in Kit, and a separate workflow where Kit 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 Kit. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire QuickBooks and Kit integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
