Act-On + Quickbooks Online Integration

Integrate Act-On to Quickbooks Online in one click, or tell Integrately AI how you want each form submission handled. Create QuickBooks invoices, sync customer records, alert your billing team, and track payments automatically.

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1.
  • Act-On
    CRM is connected in Act-On Instant
  • Act-On
    CRM is disconnected in Act-On Instant
  • Act-On
    Contact is added to hard bounce list in Act-On Instant
  • Act-On
    Automated program is stopped in Act-On Instant
  • Act-On
    Automated program is started in Act-On Instant
  • Act-On
    Form is submitted in Act-On Instant
  • Act-On
    Subscription category opt out in Act-On Instant
  • Act-On
    Contact marked email as spam in Act-On Instant
  • Act-On
    Contact opt global out in Act-On Instant
  • Act-On
    Contact opt global in in Act-On Instant
  • Act-On
    Contact is updated in Act-On Instant
  • Act-On
    Contact is added in Act-On Instant
  • Act-On
    Subscription category opt in in Act-On Instant
  • Act-On
    Contact is added to soft bounce list in Act-On Instant
  • Act-On
    Subscription category is updated in Act-On Instant
  • Act-On
    Subscription category is deleted in Act-On Instant
  • Act-On
    Subscription category is added in Act-On Instant
  • Quickbooks Online
    Credit memo is created in Quickbooks Online
  • Quickbooks Online
    Employee is updated in Quickbooks Online
  • Quickbooks Online
    Account is updated in Quickbooks Online
  • Quickbooks Online
    Account is created in Quickbooks Online
  • Quickbooks Online
    Incoming account is created in Quickbooks Online
  • Quickbooks Online
    Customer is created in Quickbooks Online
  • Quickbooks Online
    Customer is updated in Quickbooks Online
  • Quickbooks Online
    Invoice is created in Quickbooks Online
  • Quickbooks Online
    Payment is created in Quickbooks Online
  • Quickbooks Online
    Sales receipt is created in Quickbooks Online
  • Quickbooks Online
    Estimate is created in Quickbooks Online
  • Quickbooks Online
    Estimate is created or updated in Quickbooks Online
  • Quickbooks Online
    Bill is created in Quickbooks Online
  • Quickbooks Online
    Employee is created in Quickbooks Online
  • Quickbooks Online
    Item is created in Quickbooks Online
  • Quickbooks Online
    Expense is created in Quickbooks Online
  • Quickbooks Online
    Time activity is created in Quickbooks Online
  • Quickbooks Online
    Tax code is created in Quickbooks Online
  • Quickbooks Online
    Vendor is created in Quickbooks Online
  • Quickbooks Online
    Asset account is created in Quickbooks Online
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2.
  • Act-On
    Search contact in all contacts by email in Act-On
  • Act-On
    Search contact in marketing list by email in Act-On
  • Act-On
    Create or update contact in marketing list by email in Act-On
  • Act-On
    Add contact to direct select segment in all contacts in Act-On
  • Act-On
    Create or update contact in all contacts by external id in Act-On
  • Act-On
    Create or update contact in all contacts by email in Act-On
  • Act-On
    Add contact to marketing list in Act-On
  • Act-On
    Import contacts in Act-On
  • Quickbooks Online
    Search product/service by FullyQualifiedName in Quickbooks Online
  • Quickbooks Online
    Get estimate pdf by id in Quickbooks Online
  • Quickbooks Online
    Create journal entry in Quickbooks Online
  • Quickbooks Online
    Search invoice by Invoice number in Quickbooks Online
  • Quickbooks Online
    Update invoice in Quickbooks Online
  • Quickbooks Online
    Delete invoice in Quickbooks Online
  • Quickbooks Online
    Create invoice in Quickbooks Online
  • Quickbooks Online
    Create customer in Quickbooks Online
  • Quickbooks Online
    Search customer by name in Quickbooks Online
  • Quickbooks Online
    Update customer in Quickbooks Online
  • Quickbooks Online
    Get estimate pdf by id(deprecated) in Quickbooks Online
  • Quickbooks Online
    Create sales receipt in Quickbooks Online
  • Quickbooks Online
    Send sales receipt in Quickbooks Online
  • Quickbooks Online
    Create estimate in Quickbooks Online
  • Quickbooks Online
    Find estimate in Quickbooks Online
  • Quickbooks Online
    Search customer by email in Quickbooks Online
  • Quickbooks Online
    Get invoice pdf in Quickbooks Online
  • Quickbooks Online
    Get invoice by id in Quickbooks Online
  • Quickbooks Online
    Search payment method by name in Quickbooks Online
  • Quickbooks Online
    Create credit memo in Quickbooks Online
  • Quickbooks Online
    Search term by name in Quickbooks Online
  • Quickbooks Online
    Search class by name in Quickbooks Online
  • Quickbooks Online
    Search active tax code by name in Quickbooks Online
  • Quickbooks Online
    Create time activity in Quickbooks Online
  • Quickbooks Online
    Create payment in Quickbooks Online
  • Quickbooks Online
    Search product/service in Quickbooks Online
  • Quickbooks Online
    Create product/service in Quickbooks Online
  • Quickbooks Online
    Search multiple items in Quickbooks Online
  • Quickbooks Online
    Create purchase order in Quickbooks Online
  • Quickbooks Online
    Create bill in Quickbooks Online
  • Quickbooks Online
    Get customer by id in Quickbooks Online
  • Quickbooks Online
    Get tax rate by id in Quickbooks Online
  • Quickbooks Online
    Search vendor in Quickbooks Online
  • Quickbooks Online
    Create vendor in Quickbooks Online
  • Quickbooks Online
    Find account by name in Quickbooks Online
  • Quickbooks Online
    Create refund receipt in Quickbooks Online
  • Quickbooks Online
    Create expense in Quickbooks Online
  • Quickbooks Online
    Update product/service in Quickbooks Online

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Ready Workflows Ready Workflows for Act-On + Quickbooks Online Integration

Capture leads, generate invoices, keep customer records updated, alert your team, and process payments, all in just one click.

Most popular automationsmost-popular-automations
Act-On + Quickbooks Online Integration

Create Quickbooks Online customer for new Act-On contact

Keeping track of your contacts is important for any business, but it can be a real challenge if you're using multiple systems. Like having to swtch back and forth between Act-On and Quickbooks Online just to create a new contact can be time-consuming and frustrating.

Fortunately, there's a simple solution. You can use Integrately to automatically create a new Quickbooks Online customer whenever a new Act-On contact is created. That way, you can be sure that all of your contacts are in one place, making it easy to keep track of them.

Plus, you'll save yourself time and hassle by not having to manually transfer data between Act-On and Quickbooks Online. Just use this Act-On - Quickbooks Online integration to streamline your contact management and make your life easier.
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  • 1of1
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Connect more apps to your Act-On + Quickbooks Online flow

Connect Act-On and Quickbooks Online with your CRM, messaging, and spreadsheet tools to streamline your entire financial workflow. Pick a combination and activate it in one click.

Act-On
Quickbooks Online
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SalesforceSalesforce (8)
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HubSpotHubSpot (8)
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StripeStripe (8)
+
GmailGmail (8)
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SlackSlack (8)
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Google SheetsGoogle Sheets (8)
A
S
Q
Add every Act-On form submission to Salesforce, and create a customer in Quickbooks Online
Form submissions land in Salesforce instantly and generate a customer in Quickbooks Online without manual data entry.
A
S
Q
Notify your Salesforce team whenever a contact is added in Act-On, and log a new invoice in Quickbooks Online
New Act-On contacts trigger sales tasks in Salesforce and automatically generate invoices in Quickbooks Online.
S
A
Q
When a Salesforce lead updates its status, update the contact in Act-On and create a payment in Quickbooks Online
Salesforce status changes update your Act-On lists and log payments in Quickbooks Online automatically.
Q
S
A
Create a Salesforce task for every Quickbooks Online invoice created, and update the contact in Act-On
New invoices in Quickbooks Online open follow-up tasks in Salesforce and update contact data in Act-On.
A
S
Q
If an Act-On form submission selects enterprise tier, create a Salesforce lead and log a QuickBooks Online estimate
Enterprise submissions in Act-On trigger priority Salesforce leads and QuickBooks Online estimates.
Q
S
A
When a Quickbooks Online customer is updated, update the lead in Salesforce and add the contact to an Act-On segment
Customer updates in Quickbooks Online refresh your Salesforce leads and Act-On marketing segments.
A
S
Q
Use Claude to evaluate Act-On form submissions, create a Salesforce lead, and generate a Quickbooks Online invoice
Claude scores Act-On submissions, creating qualified Salesforce leads and QuickBooks Online invoices.
A
S
Q
Turn every Act-On form submission into a Salesforce lead, create a QuickBooks Online invoice, and notify your Slack channel
Act-On submissions create Salesforce leads, QuickBooks Online invoices, and instant Slack alerts.

Supported triggers and actions for Act-On and Quickbooks Online

Mix and match to build the exact automation you need

Act-On
Act-On Triggers & Actions
Instant
CRM is connected in Act-On
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Instant
CRM is disconnected in Act-On
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Instant
Contact is added to hard bounce list in Act-On
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Instant
Automated program is stopped in Act-On
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Instant
Automated program is started in Act-On
Triggers the automation when an automated program is started
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Instant
Form is submitted in Act-On
Triggers the automation when a form is submitted
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Instant
Subscription category opt out in Act-On
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Instant
Contact marked email as spam in Act-On
Try it โ†’
Instant
Contact opt global out in Act-On
Try it โ†’
Instant
Contact opt global in in Act-On
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Instant
Contact is updated in Act-On
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Instant
Contact is added in Act-On
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Instant
Subscription category opt in in Act-On
Try it โ†’
Instant
Contact is added to soft bounce list in Act-On
Try it โ†’
Instant
Subscription category is updated in Act-On
Try it โ†’
Instant
Subscription category is deleted in Act-On
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Instant
Subscription category is added in Act-On
Try it โ†’
Search contact in all contacts by email in Act-On
Searches for a contact in all contacts by email
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Search contact in marketing list by email in Act-On
Searches for a contact in a marketing list by email
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Create or update contact in marketing list by email in Act-On
Creates or updates a contact in a marketing list using email address
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Add contact to direct select segment in all contacts in Act-On
Adds a contact to a direct select segment in all contacts
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Create or update contact in all contacts by external id in Act-On
Creates or updates a contact using external id
Try it โ†’
Create or update contact in all contacts by email in Act-On
Creates or updates a contact using email address
Try it โ†’
Add contact to marketing list in Act-On
Adds a contact to a marketing list
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Import contacts in Act-On
Imports contacts to the system
Try it โ†’
Quickbooks Online
Quickbooks Online Triggers & Actions
Credit memo is created in Quickbooks Online
Triggers when a credit memo is created
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Employee is updated in Quickbooks Online
Triggers the automation when an employee is updated
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Account is updated in Quickbooks Online
Triggers the automation when an account is updated
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Account is created in Quickbooks Online
Triggers the automation when a new account is created
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Incoming account is created in Quickbooks Online
Triggers the automation when a new account is created
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Customer is created in Quickbooks Online
Triggers the automation when a new customer is created
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Customer is updated in Quickbooks Online
Triggers the automation when customer details are updated
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Invoice is created in Quickbooks Online
Triggers the automation when any invoice is added or modified
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Payment is created in Quickbooks Online
Triggers the automation when a new payment is created
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Sales receipt is created in Quickbooks Online
Triggers the automation when a sales receipt is created
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Estimate is created in Quickbooks Online
Triggers the automation when a new estimate is created
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Estimate is created or updated in Quickbooks Online
Triggers the automation when any estimate is created or updated
Try it โ†’
Bill is created in Quickbooks Online
Triggers the automation when a new bill is created
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Employee is created in Quickbooks Online
Triggers the automation when an engagement action is created or modified
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Item is created in Quickbooks Online
Triggers the automation when a new item is created
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Expense is created in Quickbooks Online
Triggers the automation when a new expense is added
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Time activity is created in Quickbooks Online
Triggers the automation when a time activity is created
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Tax code is created in Quickbooks Online
Triggers the automation when a tax code is created
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Vendor is created in Quickbooks Online
Triggers the automation when a new vendor is created
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Asset account is created in Quickbooks Online
Triggers the automation when a new asset account is created
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Search product/service by FullyQualifiedName in Quickbooks Online
Locates and retrieves particular item information
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Get estimate pdf by id in Quickbooks Online
Retrieves a pdf estimate file by its id
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Create journal entry in Quickbooks Online
Generates a new journal entry
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Search invoice by Invoice number in Quickbooks Online
Retrieves an invoice by searching with the invoice number
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Update invoice in Quickbooks Online
Modifies an existing invoice with new information
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Delete invoice in Quickbooks Online
Removes an invoice from the system
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Create invoice in Quickbooks Online
Generates invoices for sales transactions
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Create customer in Quickbooks Online
Adds a new customer to the database
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Search customer by name in Quickbooks Online
Searches for a customer based on their name
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Update customer in Quickbooks Online
Updates a customer's information
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Get estimate pdf by id(deprecated) in Quickbooks Online
Retrieves a pdf estimate file by its id
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Create sales receipt in Quickbooks Online
Generates and send sales receipts to customers
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Send sales receipt in Quickbooks Online
Sends a sales receipt
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Create estimate in Quickbooks Online
Adds a new contact to the contact list
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Find estimate in Quickbooks Online
Retrieves estimated values based on particular criteria
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Search customer by email in Quickbooks Online
Searches for a customer by their email address
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Get invoice pdf in Quickbooks Online
Retrieves and download an invoice in pdf format
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Get invoice by id in Quickbooks Online
Retrieves a invoice using its id
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Search payment method by name in Quickbooks Online
Searches for a payment method by name
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Create credit memo in Quickbooks Online
Generates a new credit memo for a customer
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Search term by name in Quickbooks Online
Searches for a term by name
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Search class by name in Quickbooks Online
Searches for a class by its name
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Search active tax code by name in Quickbooks Online
Searches for an active tax code by its name
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Create time activity in Quickbooks Online
Creates a new time activity
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Create payment in Quickbooks Online
Generates and process a payment transaction
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Search product/service in Quickbooks Online
Locates and retrieves particular item information
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Create product/service in Quickbooks Online
Generates and launch new product or service offerings
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Search multiple items in Quickbooks Online
Searches for multiple items
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Create purchase order in Quickbooks Online
Generates a purchase order for approved requests
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Create bill in Quickbooks Online
Generates a new bill for the customer
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Get customer by id in Quickbooks Online
Retrieves customer information based on their id
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Get tax rate by id in Quickbooks Online
Retrieves tax rate information based on a id
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Search vendor in Quickbooks Online
Searches for a vendor
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Create vendor in Quickbooks Online
Adds a new vendor
Try it โ†’
Find account by name in Quickbooks Online
Locates and retrieves account information using the account's name
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Create refund receipt in Quickbooks Online
Creates a new refund receipt
Try it โ†’
Create expense in Quickbooks Online
Generates a new expense record
Try it โ†’
Update product/service in Quickbooks Online
Try it โ†’

What can you automate with Act-On + Quickbooks Online?

Streamline your marketing and accounting operations by connecting Act-On triggers directly to Quickbooks Online actions.

What you can automate?
๐Ÿงพ
Create QuickBooks invoices from form submissions
Generate a new Quickbooks Online invoice automatically the moment a contact submits a form in Act-On, removing manual billing delays.
๐Ÿ“‹
Capture every submitted form field
Map all custom answers from Act-On form submissions directly into customer records and line items within Quickbooks Online.
๐Ÿ””
Alert your finance team instantly
Send instant notifications or emails whenever a new Quickbooks Online payment or customer profile is created from Act-On activity.
๐Ÿ”€
Route records based on submitted data
Create different invoice types or customer categories in Quickbooks Online depending on specific fields selected in Act-On forms.
๐Ÿ”„
Keep customer records synchronized
Update contact details in Act-On whenever customer profiles or invoices are modified inside Quickbooks Online.
๐Ÿ”
Prevent duplicate customer profiles
Search existing database entries before creating new customers in Quickbooks Online from incoming Act-On form submissions.
โšก
Handle payment and status changes
Update Act-On marketing lists or segments automatically when QuickBooks Online invoices are paid or credits are issued.
๐ŸŒ
Extend workflows to team apps
Trigger downstream actions in Slack, Google Sheets, or Gmail whenever your Act-On and Quickbooks Online automation runs.
And much more...

Who is Act-On + Quickbooks Online integration for?

Connecting Act-On and Quickbooks Online eliminates manual data entry between marketing campaigns and financial record-keeping for teams of all sizes.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account managers
Account managers
Growth leads
Growth leads
Billing specialists
Billing specialists
Operations directors
Operations directors
๐Ÿ“ˆ
Performance marketers
You're running campaigns across multiple channels but your accounting sheet only updates when someone manually exports data, so the revenue counts you're optimising against are always a few hours behind โ€” with this integration, every new invoice lands in your system instantly and your numbers stay current.
โฑ๏ธ
Sales managers
You need to act fast on new form submissions, but you find out too late because contact details sit unexported in Act-On โ€” connecting these apps means every submission instantly generates a customer record and invoice in Quickbooks Online so your team can follow up immediately.
๐Ÿ’ผ
Account managers
You answer to clients who want to see their billing status updated in real-time, but manual data entry leaves gaps in your reports โ€” automating both apps means every payment and invoice syncs automatically without delay.
๐Ÿš€
Growth leads
The volume of incoming form submissions is too high for anyone to keep up by hand, leading to missed customer entries in your accounting software โ€” this integration means every new Act-On contact automatically creates a Quickbooks Online customer profile.
๐Ÿ’ณ
Billing specialists
You own the invoicing step and depend on marketing to hand over lead details from Act-On, but manual handoffs cause costly delays โ€” automating both apps means every submission immediately triggers the correct billing workflow.
๐Ÿ—‚๏ธ
Operations directors
You need a reliable financial history and keep finding gaps between marketing submissions and accounting records โ€” connecting these apps means every form submission is accurately tracked across both platforms.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Act-On + Quickbooks Online

Build and manage your Act-On + Quickbooks Online automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Act-On + Quickbooks Online with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Act-On to Quickbooks Online?
Frequently Asked Questions
You can connect Act-On to Quickbooks Online using 1-click automations on Integrately. Choose from 20 million+ ready templates or ask Integrately AI to build your exact workflow.
Can I automatically create invoices in Quickbooks Online when a form is submitted in Act-On?
Frequently Asked Questions
Can I connect Act-On, Quickbooks Online, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act-On and Quickbooks Online?
Frequently Asked Questions
How does Act-On handle form submissions and contact data during integration?
Frequently Asked Questions
Can QuickBooks Online sync customer data and invoices automatically?
Frequently Asked Questions
Do I need coding skills to automate Act-On and Quickbooks Online?
Frequently Asked Questions
Is the Act-On and Quickbooks Online integration free?
Frequently Asked Questions
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You Can Also Connect Act-On or Quickbooks Online With 1500+ Other Apps

Act-On
Popular Act-On Integrations
Connect Act-On to CRM, email, and marketing platforms to capture, nurture, and track your leads across campaigns.
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Act-On Integrations arrow right
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Quickbooks Online
Popular Quickbooks Online Integrations
Sync Quickbooks Online with reporting, billing, and project management tools to keep financial data working across your stack.