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Act! + QuickBooks Online

Act! + QuickBooks Online

Act! + QuickBooks Online integrations

Create QuickBooks Online customers from new Act! contacts

Instantly streamline your workflow by connecting your Act! and QuickBooks Online accounts. With this setup, every time you add a new contact in Act!, the system will create a customer in QuickBooks Online. It's a seamless way to ensure all your contact data is consistent and up-to-date across both platforms, saving you time and reducing chances of data duplication.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerTriggers when you add a new customer.
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More things you can do with Act! and QuickBooks Online

Discover other triggers and actions you can use with Act! and QuickBooks Online

  • Act! triggers, actions, and search
    New Contact

    Triggers when a new contact is created.

    Trigger
    Polling
    Try It
    • Contact
      Required
    • Note Text
      Required
    • Private
    Action
    Write
    • Company
    • ID/Status
    • Referred By
    • First Name
    • Last Name
    • Email
    • Title
    • Business Phone
    • Mobile Phone
    • Business Address Line 1
    • Business Address Line 2
    • Business Address City
    • Business Address State
    • Business Address Zip Code
    • Business Country
    • Website
    • Last Results
    Action
    Write
    • Activity Type
      Required
    • Regarding
    • Schedule With
      Required
    • Start Time
      Required
    • End Time
      Required
    • Details
    • Location
    • Priority
    • Is Private
    Action
    Write
    • Name
    • Contact
      Required
    • Estimated Close Date
      Required
    • Status
    • Stage
    • Probability
    • Actual Close Date
    • Competitor
    • Referred By
    • Reason
    Action
    Write
    • Type
      Required
    • Contact
      Required
    • Regarding
    • Details
    • Start Time
      Required
    • End Time
      Required
    • Private
    Action
    Write
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About Act!
Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.
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About QuickBooks Online
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
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Related Zap Templates

  • Add Act! contacts from new QuickBooks Online customers