New payments in quickbooks — Notes in Pipedrive

The scenario catches new payments in quickbooks and creates notes in Pipedrive. Runs on its own, no manual copying.

  • Every payment from quickbooks leaves its Pipedrive note automatically
  • Nobody asks twice whether the client paid
  • Amount and date show right where you work with the client
QuickBooks Online

How it works

To create QuickBooks Online records from Pipedrive without manual input, use a ready-made scenario.

  1. Starts when: Schedule
  2. Then: Quickbooks
  3. Then: Freshdesk

You can launch this Pipedrive + QuickBooks Online integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.