QuickBooks and Campaign Monitor Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

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.

Swap Apps

QuickBooks

Campaign Monitor

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect QuickBooks and Campaign Monitor

Create a New Scenario to Connect QuickBooks and Campaign Monitor

In the workspace, click the β€œCreate 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 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.

+
1

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.

+
1

QuickBooks

Node type

#1 QuickBooks

/

Name

Untitled

Connection *

Select

Map

Connect QuickBooks

Sign In
⏡

Run node once

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.

1

QuickBooks

βš™

+
2

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.

1

QuickBooks

βš™

+
2

Campaign Monitor

Node type

#2 Campaign Monitor

/

Name

Untitled

Connection *

Select

Map

Connect Campaign Monitor

Sign In
⏡

Run node once

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.

1

QuickBooks

βš™

+
2

Campaign Monitor

Node type

#2 Campaign Monitor

/

Name

Untitled

Connection *

Select

Map

Connect Campaign Monitor

Campaign Monitor Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

⏡

Run node once

Set Up the QuickBooks and Campaign Monitor Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
5

JavaScript

βš™

6

AI Anthropic Claude 3

βš™

+
7

Campaign Monitor

1

Trigger on Webhook

βš™

2

QuickBooks

βš™

βš™

3

Iterator

βš™

+
4

Webhook response

Save and Activate the Scenario

After configuring QuickBooks, Campaign Monitor, 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 β€œRun once” 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.

Most powerful ways to connect QuickBooks and Campaign Monitor

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.

QuickBooks and Campaign Monitor integration alternatives

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.

Similar apps

Related categories

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.

See how Latenode works

FAQ QuickBooks and Campaign Monitor

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:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select QuickBooks and click on "Connect".
  • Authenticate your QuickBooks and Campaign Monitor accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Add new QuickBooks customers as subscribers in Campaign Monitor.
  • Update subscriber details in Campaign Monitor from QuickBooks data.
  • Trigger email campaigns based on invoice status changes in QuickBooks.
  • Segment Campaign Monitor lists based on customer purchase history.
  • Track email campaign performance within your QuickBooks reports.

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:

  • Historical data sync may require custom configuration.
  • Complex data transformations might require JavaScript coding.
  • High-volume data processing is subject to Latenode's fair use policy.

Try now