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Automatically create QuickBooks invoices from new Nimble deals and contacts. Latenode’s visual editor makes building complex workflows easy, while affordable execution-based pricing allows you to scale automations without breaking the bank.
Connect Nimble and QuickBooks in minutes with Latenode.
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Create a New Scenario to Connect Nimble 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 Nimble, triggered by another scenario, or executed manually (for testing purposes). In most cases, Nimble or QuickBooks will be your first step. To do this, click "Choose an app," find Nimble or QuickBooks, and select the appropriate trigger to start the scenario.
Add the Nimble Node
Select the Nimble node from the app selection panel on the right.
Nimble
Add the QuickBooks Node
Next, click the plus (+) icon on the Nimble node, select QuickBooks from the list of available apps, and choose the action you need from the list of nodes within QuickBooks.
Nimble
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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 Nimble 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 Nimble 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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Nimble
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Nimble, 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 Nimble and QuickBooks integration works as expected. Depending on your setup, data should flow between Nimble and QuickBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Nimble + QuickBooks + Slack: When a new deal is won in Nimble (a new task is created), a new invoice is created in QuickBooks. Then, a message is sent to a Slack channel to notify the sales team about the new invoice.
QuickBooks + Nimble + Google Sheets: This automation summarizes QuickBooks invoices in Google Sheets. When a new invoice is created in QuickBooks, the customer's data from Nimble is enriched and a new row is added to a Google Sheet with the invoice details and enriched customer information.
About Nimble
Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.
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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 Nimble account to QuickBooks using Latenode?
To connect your Nimble account to QuickBooks on Latenode, follow these steps:
Can I automate invoice creation upon new deal?
Yes, with Latenode, automatically create QuickBooks invoices when a new deal closes in Nimble. This saves time and ensures accurate billing, leveraging Latenode's advanced workflow logic.
What types of tasks can I perform by integrating Nimble with QuickBooks?
Integrating Nimble with QuickBooks allows you to perform various tasks, including:
How does Latenode handle complex data transformationsfor Nimble and QuickBooks?
Latenode offers powerful data mapping features, JavaScript blocks, and AI-assisted transformations to ensure seamless data flow between Nimble and QuickBooks.
Are there any limitations to the Nimble and QuickBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: