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How to connect 123FormBuilder and QuickBooks
Create a New Scenario to Connect 123FormBuilder and QuickBooks
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a 123FormBuilder, triggered by another scenario, or executed manually (for testing purposes). In most cases, 123FormBuilder or QuickBooks will be your first step. To do this, click "Choose an app," find 123FormBuilder or QuickBooks, and select the appropriate trigger to start the scenario.
Add the 123FormBuilder Node
Select the 123FormBuilder node from the app selection panel on the right.
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Configure the 123FormBuilder
Click on the 123FormBuilder node to configure it. You can modify the 123FormBuilder URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the QuickBooks Node
Next, click the plus (+) icon on the 123FormBuilder node, select QuickBooks from the list of available apps, and choose the action you need from the list of nodes within QuickBooks.
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Authenticate QuickBooks
Now, click the QuickBooks node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your QuickBooks settings. Authentication allows you to use QuickBooks through Latenode.
Configure the 123FormBuilder and QuickBooks Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the 123FormBuilder and QuickBooks Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring 123FormBuilder, QuickBooks, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the 123FormBuilder and QuickBooks integration works as expected. Depending on your setup, data should flow between 123FormBuilder and QuickBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect 123FormBuilder and QuickBooks
123FormBuilder + QuickBooks + Slack: When a new submission is received in 123FormBuilder, an invoice is created in QuickBooks. Then, a notification is sent to a Slack channel to alert the finance team.
QuickBooks + 123FormBuilder + Google Sheets: When a new payment is recorded in QuickBooks, the details are added to a new row in Google Sheets, along with relevant submission details from 123FormBuilder by submission ID.
123FormBuilder and QuickBooks integration alternatives
About 123FormBuilder
Streamline data collection by connecting 123FormBuilder to Latenode. Automatically trigger workflows when forms are submitted. Route form data to CRMs, databases, or email marketing tools. Use Latenode to validate entries, calculate scores, and manage follow-ups — automating processes with a no-code, scalable workflow.
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About QuickBooks
Use QuickBooks within Latenode to automate accounting tasks. Sync invoices, track payments, and manage customer data across platforms. Automate data entry and reporting with no-code tools or custom JavaScript. Connect QuickBooks to your CRM, e-commerce, or payment gateways for streamlined financial workflows that scale easily.
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See how Latenode works
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FAQ 123FormBuilder and QuickBooks
How can I connect my 123FormBuilder account to QuickBooks using Latenode?
To connect your 123FormBuilder account to QuickBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select 123FormBuilder and click on "Connect".
- Authenticate your 123FormBuilder and QuickBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create QuickBooks invoices from 123FormBuilder submissions?
Yes, you can! Latenode allows mapping form data to QuickBooks invoice fields. Automate accounting and save time by instantly generating invoices when forms are submitted.
What types of tasks can I perform by integrating 123FormBuilder with QuickBooks?
Integrating 123FormBuilder with QuickBooks allows you to perform various tasks, including:
- Automatically creating a new customer in QuickBooks from a 123FormBuilder submission.
- Adding new sales receipts in QuickBooks whenever a payment is processed via 123FormBuilder.
- Updating customer details in QuickBooks based on updated information from 123FormBuilder.
- Generating detailed reports in QuickBooks from 123FormBuilder form data trends.
- Triggering personalized email sequences based on form entries and invoice statuses.
Can I use JavaScript to transform data between 123FormBuilder and QuickBooks?
Yes! Latenode lets you use JavaScript to customize data flows. Transform or enrich data before it reaches QuickBooks, handling complex logic.
Are there any limitations to the 123FormBuilder and QuickBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in 123FormBuilder might require advanced mapping configurations.
- QuickBooks API rate limits may affect the speed of high-volume data transfers.
- Real-time synchronization depends on the reliability of both 123FormBuilder and QuickBooks APIs.
