Integrate QuickBooks with Todoist

Send information between QuickBooks and Todoist automatically, without writing any code, using Zoho Flow.

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Create a new task in Todoist when a order is created in QuickBooks

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Todoist whenever a new order is placed in QuickBooks.

How it works
  1. The flow triggers when a new purchase order is created in QuickBooks.
  2. Zoho Flow creates a new task in Todoist.
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Create a new task in Todoist when a order is created in QuickBooks

QuickBooks + Todoist

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Supported triggers and actions

Integrate QuickBooks and Todoist using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Customer updated

Triggers when any detail of an existing customer is updated

Sales receipt created

Triggers when a new sales receipt is created

Inventory item created

Triggers when an inventory item is created

Inventory item updated

Triggers when any detail of an existing inventory item is updated

Sales receipt updated

Triggers when the details of an existing sales receipt are updated

Deposit added

Triggers when a new deposit is added

Account created

Triggers when a new account is created

Invoice updated

Triggers when the details of an existing invoice are updated

Credit memo updated

Triggers when the details of an existing credit memo are updated

Non-inventory item updated

Triggers when any detail of an existing non-inventory item is updated

Account updated

Triggers when an account is updated

Credit memo created

Triggers when a credit memo is created

Estimate updated

Triggers when an estimate is updated

Payment received

Triggers when a payment is received

Estimate created

Triggers when a new estimate is created

Vendor created

Triggers when a new vendor is created

Purchase order created

Triggers when a new purchase order is created

Vendor updated

Triggers when the details of an existing vendor are updated

Customer created

Triggers when a new customer is created

Service item created

Triggers when a new service item is created

Bill created

Triggers when a bill is created

Service item updated

Triggers when any detail of an existing service item is updated

Non-inventory item created

Triggers when a non-inventory item is created

Invoice created

Triggers when a new invoice is created

New section

Triggers when a new section is added

Completed task with label

Triggers when a task with the selected label is completed. This does not trigger for recurring tasks.

Incomplete task added

Triggers when an incomplete task is added to the selected project

Task completed

Triggers when a task is completed in the selected project. This does not trigger for recurring tasks.

Any task completed

Triggers when a task (including recurring tasks) is completed in the selected project

Project created

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create payment record

Creates a new payment record

Create account

Creates a new account

Create bill - Account based

Creates a new account-based bill

Create vendor

Creates a new vendor

Create invoice

Creates a new invoice

Create sales receipt

Creates a new sales receipt

Create deposit

Creates a new deposit

Create service item

Creates a new service item

Create estimate

Creates a new estimate

Create transfer

Creates a new transfer

Create credit memo

Creates a new credit memo

Create inventory item

Creates a new inventory item

Create customer

Creates a new customer

Create non-inventory item

Creates a new non-inventory item

Create bill - Item based

Creates a new item-based bill

Update account

Updates the details of an existing account using account ID

Update estimate

Updates the estimate by ID

Update item status

Updates the status of the specified item

Update customer

Updates the details of an existing customer

Update invoice

Updates the details of an invoice by ID

Fetch sales term

Fetches the details of a sales term based on its name

Fetch deposit

Fetches the details of an existing deposit by its ID

Fetch item by SKU

Fetches the details of an existing item using SKU

Fetch vendor by name

Fetches the details of an existing vendor by name

Fetch customer type

Fetches the details of a customer type by its name

Fetch invoice

Fetches the details of an existing invoice by number

Fetch vendor by ID

Fetches the details of an existing vendor by ID

Send invoice

Sends an invoice to the specified email address

Fetch account

Fetches an account by name

Send estimate

Sends an existing estimate

Fetch customer by name or email

Fetches the details of an existing customer by name or email address

Fetch customer by ID

Fetches the details of an existing customer by ID

Fetch payment method

Fetches a payment method based on its name

Fetch transfer

Fetches the details of a transfer based on its ID

Fetch location

Fetches the details of an existing location by name

Send sales receipt

Sends an existing sales receipt to the specified email address

Fetch item

Fetches the details of an existing item by name

Fetch category

Fetches the details of an existing category by name

Create task

Creates a new task

Create project

Creates a new project

Invite user to project

Invites a user to a project by email

Add comment to task

Adds a comment to a task

Add comment to project

Adds a comment to a project

Mark task as incomplete

Marks the specified task as incomplete

Archive project

Archives the specified project

Update task

Updates the details of an existing task

Move task

Moves the specified task to the selected project

Mark task as completed

Marks the specified task as completed

Fetch project

Fetches a project by name or ID. If the project does not exist, you can choose to create a new one.

Fetch user

Fetches the details of an existing user by email address. The user must be connected to your account.

Fetch task

Fetches a task by title or ID. If the task does not exist, you can choose to create a new one.

What is QuickBooks?

Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.

Accounting Popular

What is Todoist?

Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.

To-Do Lists

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

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CEO, Lakeside CNC Group

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Toto

Technical Engineer, Master Liveaboards

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