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Automatically create QuickBooks invoices from Instantly lead generation campaigns. Latenode’s visual editor and affordable execution pricing makes setting up sophisticated sales automations easier than ever.
Connect Instantly and QuickBooks in minutes with Latenode.
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Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or QuickBooks will be your first step. To do this, click "Choose an app," find Instantly or QuickBooks, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
Instantly
Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly 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 Instantly node, select QuickBooks from the list of available apps, and choose the action you need from the list of nodes within QuickBooks.
Instantly
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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 Instantly 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 Instantly 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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Instantly
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Instantly, 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 Instantly and QuickBooks integration works as expected. Depending on your setup, data should flow between Instantly and QuickBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Instantly + QuickBooks + Slack: When a new lead is created in Instantly, the automation checks if they exist as a customer in QuickBooks. If not, a new customer is created in QuickBooks, and a notification is sent to the sales team in Slack.
QuickBooks + Instantly + Google Sheets: When a new invoice is created in QuickBooks, the automation retrieves lead information related to that customer from Instantly, and then records the invoice details and associated lead information into a Google Sheet for campaign ROI tracking.
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing 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 Instantly account to QuickBooks using Latenode?
To connect your Instantly account to QuickBooks on Latenode, follow these steps:
Can I automatically create QuickBooks invoices from new Instantly leads?
Yes, you can! Latenode's visual editor simplifies this. Automatically generate invoices for new leads, saving time and improving your accounting accuracy by removing manual data entry.
What types of tasks can I perform by integrating Instantly with QuickBooks?
Integrating Instantly with QuickBooks allows you to perform various tasks, including:
How does Latenode enhance Instantly data before sending it to QuickBooks?
Latenode allows enriching Instantly data with AI or custom JavaScript, ensuring cleaner and more useful information reaches QuickBooks.
Are there any limitations to the Instantly and QuickBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: