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Automatically add new QuickBooks customers to Campaign Monitor email lists, keeping marketing aligned with sales. Latenode's visual editor and affordable execution pricing make it easy to manage and scale this essential workflow.
Connect QuickBooks and Campaign Monitor in minutes with Latenode.
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Create a New Scenario to Connect QuickBooks and Campaign Monitor
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 QuickBooks, triggered by another scenario, or executed manually (for testing purposes). In most cases, QuickBooks or Campaign Monitor will be your first step. To do this, click "Choose an app," find QuickBooks or Campaign Monitor, and select the appropriate trigger to start the scenario.
Add the QuickBooks Node
Select the QuickBooks node from the app selection panel on the right.
QuickBooks
Configure the QuickBooks
Click on the QuickBooks node to configure it. You can modify the QuickBooks URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Campaign Monitor Node
Next, click the plus (+) icon on the QuickBooks node, select Campaign Monitor from the list of available apps, and choose the action you need from the list of nodes within Campaign Monitor.
QuickBooks
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Campaign Monitor
Authenticate Campaign Monitor
Now, click the Campaign Monitor node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Campaign Monitor settings. Authentication allows you to use Campaign Monitor through Latenode.
Configure the QuickBooks and Campaign Monitor 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 QuickBooks and Campaign Monitor 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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Campaign Monitor
Trigger on Webhook
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QuickBooks
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring QuickBooks, Campaign Monitor, 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 QuickBooks and Campaign Monitor integration works as expected. Depending on your setup, data should flow between QuickBooks and Campaign Monitor (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Shopify + Campaign Monitor + QuickBooks: When a new order is placed in Shopify, find or create the customer in Campaign Monitor, then create an invoice for them in QuickBooks.
Campaign Monitor + QuickBooks + Slack: When a new invoice is created in QuickBooks, find the corresponding customer in Campaign Monitor, and then send a Slack notification with the invoice details.
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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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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How can I connect my QuickBooks account to Campaign Monitor using Latenode?
To connect your QuickBooks account to Campaign Monitor on Latenode, follow these steps:
Can I automatically add new QuickBooks customers to Campaign Monitor?
Yes, you can! Latenode lets you instantly sync new QuickBooks customers to your Campaign Monitor lists, automating your marketing and saving time. Use no-code or JavaScript to customize the flow.
What types of tasks can I perform by integrating QuickBooks with Campaign Monitor?
Integrating QuickBooks with Campaign Monitor allows you to perform various tasks, including:
What QuickBooks data can I access through Latenode?
Latenode allows access to customer data, invoices, payments, and other key QuickBooks objects using a no-code interface or JavaScript.
Are there any limitations to the QuickBooks and Campaign Monitor integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: