Connect QuickBooks and Saleshandy
Integrate QuickBooks with Saleshandy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Invoice in QuickBooks
Assign Prospect Tag in Saleshandy when New Invoice in QuickBooks
Mark Prospect Status in Saleshandy when New Invoice in QuickBooks
Update Prospect Status in Saleshandy when New Invoice in QuickBooks
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Customer in QuickBooks
Popular QuickBooks + Saleshandy 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
Saleshandy
Automatically do this!
Create Prospect/Add Prospect to Sequence OH HOLD
Assign Prospect Tag
Mark Prospect Status
Update Prospect Status
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Invoice in QuickBooks
Use this flowAssign Prospect Tag in Saleshandy when New Invoice in QuickBooks
Use this flowMark Prospect Status in Saleshandy when New Invoice in QuickBooks
Use this flowUpdate Prospect Status in Saleshandy when New Invoice in QuickBooks
Use this flowCreate Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Customer in QuickBooks
Use this flowAssign Prospect Tag in Saleshandy when New Customer in QuickBooks
Use this flowMark Prospect Status in Saleshandy when New Customer in QuickBooks
Use this flowUpdate Prospect Status in Saleshandy when New Customer in QuickBooks
Use this flowCreate Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Bill in QuickBooks
Use this flowAssign Prospect Tag in Saleshandy when New Bill in QuickBooks
Use this flowSupported Triggers & Actions
Everything you can automate between QuickBooks and Saleshandy.
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.
Learn moreSimilar apps
About Saleshandy
With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your QuickBooks and Saleshandy 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 Saleshandy 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 Saleshandy. No coding required.
Yes. You can set up a workflow where QuickBooks triggers actions in Saleshandy, and a separate workflow where Saleshandy 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 Saleshandy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire QuickBooks and Saleshandy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
