Connect QuickBooks and Salesflare
Integrate QuickBooks with Salesflare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular QuickBooks + Salesflare 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
Salesflare
Automatically do this!
Find account
Find Contact
Find Opportunity
Find Person
Find Pipeline Stage
Find User
Find a Workflow
Add Contact to Account
Add User to Account
Create Account
Create Call
Create Contact
Create Internal Note
Create Meeting
Remove a Contact From Workflow
Create Opportunity
Create Task
Update Account
Update Contact
Update Opportunity
List Accounts
List Contacts
List Opportunities
List Users
List Pipelines
Find account in Salesflare when New Invoice in QuickBooks
Use this flowFind Contact in Salesflare when New Invoice in QuickBooks
Use this flowFind Opportunity in Salesflare when New Invoice in QuickBooks
Use this flowFind Person in Salesflare when New Invoice in QuickBooks
Use this flowFind Pipeline Stage in Salesflare when New Invoice in QuickBooks
Use this flowFind User in Salesflare when New Invoice in QuickBooks
Use this flowFind a Workflow in Salesflare when New Invoice in QuickBooks
Use this flowAdd Contact to Account in Salesflare when New Invoice in QuickBooks
Use this flowAdd User to Account in Salesflare when New Invoice in QuickBooks
Use this flowCreate Account in Salesflare when New Invoice in QuickBooks
Use this flowSupported Triggers & Actions
Everything you can automate between QuickBooks and Salesflare.
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 Account
Trigger When a new Account is created
New Contact
Trigger when New Contact Created
New Opportunity
Trigger when new opportunity 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.
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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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 Salesflare
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your QuickBooks and Salesflare 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 Salesflare 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 Salesflare. No coding required.
Yes. You can set up a workflow where QuickBooks triggers actions in Salesflare, and a separate workflow where Salesflare 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 Salesflare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire QuickBooks and Salesflare integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
