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Automatically add new Contacts+ contacts to QuickBooks as customers and save time on manual data entry. Latenode lets you customize the flow with JavaScript and scales affordably.
Connect Contacts+ and QuickBooks in minutes with Latenode.
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Create a New Scenario to Connect Contacts+ and QuickBooks
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or QuickBooks will be your first step. To do this, click "Choose an app," find Contacts+ or QuickBooks, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
Contacts+
Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ 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 Contacts+ node, select QuickBooks from the list of available apps, and choose the action you need from the list of nodes within QuickBooks.
Contacts+
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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 Contacts+ 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 Contacts+ 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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Contacts+
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Contacts+, QuickBooks, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Contacts+ and QuickBooks integration works as expected. Depending on your setup, data should flow between Contacts+ and QuickBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Contacts+ + QuickBooks + Slack: When a new contact is added in Contacts+, a corresponding customer is created in QuickBooks, and a notification is sent to the accounting team in Slack.
QuickBooks + Contacts+ + Google Sheets: When a new payment is recorded in QuickBooks, the customer details are updated in Contacts+ and the payment details are logged in Google Sheets.
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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 Contacts+ account to QuickBooks using Latenode?
To connect your Contacts+ account to QuickBooks on Latenode, follow these steps:
Can I automatically create QuickBooks invoices from new Contacts+ contacts?
Yes, you can! Latenode's visual editor makes this easy. Automatically generate invoices, saving time and ensuring accurate billing, all without writing code.
What types of tasks can I perform by integrating Contacts+ with QuickBooks?
Integrating Contacts+ with QuickBooks allows you to perform various tasks, including:
How secure is my Contacts+ data when using Latenodefor automation?
Latenode employs robust security measures, including encryption and access controls, ensuring your Contacts+ data remains secure during automation processes.
Are there any limitations to the Contacts+ and QuickBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: