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Automatically update QuickBooks with Campaign Monitor data after successful email campaigns. Latenode’s visual editor and affordable pricing let you build sophisticated workflows that scale without breaking the bank, plus integrate custom logic via JavaScript.
Connect Campaign Monitor and QuickBooks in minutes with Latenode.
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Create a New Scenario to Connect Campaign Monitor 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 Campaign Monitor, triggered by another scenario, or executed manually (for testing purposes). In most cases, Campaign Monitor or QuickBooks will be your first step. To do this, click "Choose an app," find Campaign Monitor or QuickBooks, and select the appropriate trigger to start the scenario.
Add the Campaign Monitor Node
Select the Campaign Monitor node from the app selection panel on the right.
Campaign Monitor
Configure the Campaign Monitor
Click on the Campaign Monitor node to configure it. You can modify the Campaign Monitor 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 Campaign Monitor node, select QuickBooks from the list of available apps, and choose the action you need from the list of nodes within QuickBooks.
Campaign Monitor
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QuickBooks
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 Campaign Monitor 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 Campaign Monitor and QuickBooks Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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QuickBooks
Trigger on Webhook
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Campaign Monitor
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Campaign Monitor, 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 Campaign Monitor and QuickBooks integration works as expected. Depending on your setup, data should flow between Campaign Monitor and QuickBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Campaign Monitor + QuickBooks + Slack: When a new subscriber joins a list in Campaign Monitor, a customer profile is automatically created in QuickBooks. The sales team receives a notification in a Slack channel about the new customer.
QuickBooks + Campaign Monitor + Google Sheets: When a new payment is received in QuickBooks, the corresponding customer data in Campaign Monitor is updated, and the payment details are logged in a Google Sheet for reporting purposes.
About Campaign Monitor
Use Campaign Monitor in Latenode to automate email marketing based on triggers from other apps. Sync contact lists, personalize campaigns, and track results directly within your workflows. Latenode adds scheduling, conditional logic, and data transformation for sophisticated, automated outreach, bypassing Campaign Monitor's limits.
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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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How can I connect my Campaign Monitor account to QuickBooks using Latenode?
To connect your Campaign Monitor account to QuickBooks on Latenode, follow these steps:
Can I automate invoice creation after a campaign?
Yes, you can! Latenode's visual editor makes it easy to trigger QuickBooks invoice creation automatically after a successful Campaign Monitor email campaign, saving time and ensuring prompt billing.
What types of tasks can I perform by integrating Campaign Monitor with QuickBooks?
Integrating Campaign Monitor with QuickBooks allows you to perform various tasks, including:
How secure is my Campaign Monitor data on Latenode's platform?
Latenode employs robust security measures, including encryption and access controls, ensuring your Campaign Monitor data is protected throughout the integration.
Are there any limitations to the Campaign Monitor and QuickBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: