How do I set up the QuickBooks and Salesmate integration?

Setting up is simple: Create a new scenario in Latenode, add QuickBooks as your trigger, add Salesmate as your action, authenticate both apps, configure your workflow and deploy.

Is the QuickBooks + Salesmate integration free?

Latenode offers a generous free tier that includes the QuickBooks and Salesmate integration. You can start building workflows at no cost with no credit card required.

QuickBooks and Salesmate integration

Automate QuickBooks + Salesmate workflows

Connect QuickBooks and Salesmate to build powerful automations — sync data, route events, and orchestrate workflows — without code.

Free plan availableNo credit cardDeploy in 5 min

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Capabilities

Triggers & Actions

Every event and operation available when connecting QuickBooks and Salesmate — from both apps.

Trigger

New Bill (Instant)

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Trigger

New Customer (Instant)

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Trigger

New Invoice (Instant)

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Trigger

New Payment (Instant)

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Trigger

Updated Customer (Instant)

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Trigger

New Company

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Setup

Connect both apps in 3 steps

No developer needed. From credentials to live workflow in under 10 minutes.

Connect QuickBooks

Authenticate QuickBooks in Latenode's Credentials panel. You'll need access to your QuickBooks account and permissions to create connections.

Connect Salesmate

Add Salesmate credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.

Build and go live

Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.

Build your QuickBooks + Salesmate automation

Choose a trigger and an action to build your workflow.

When this happens in QuickBooks...

...do this in Salesmate

Or the other way around

When this happens in Salesmate...

...do this in QuickBooks

Describe your automation — press Build to open it in the editor.

FAQ

Common questions

Can't find what you need? Contact support →

Yes! Latenode provides a native integration between QuickBooks and Salesmate. You can connect them in minutes using our visual workflow builder — no coding required.

Use cases

Explore each app

Start from either hub, then mix triggers and actions with the rest of your stack.

About QuickBooks

Official website

QuickBooks is a powerful accounting software designed for small businesses, offering tools for invoicing, expense tracking, payroll, and financial reporting. With its user-friendly interface, QuickBooks allows users to manage their finances efficiently from anywhere, ensuring accurate bookkeeping and easy tax preparation. The platform integrates seamlessly with various financial institutions and third-party applications, providing real-time insights into business performance and cash flow management.

Accounting Software

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Popular QuickBooks pairs

QuickBooks + ChartMogul QuickBooks + Chargebee QuickBooks + Bitrix24 QuickBooks + Booqable QuickBooks + Zoho QuickBooks + Quickbase QuickBooks + Pipedrive QuickBooks + AmeriCommerce QuickBooks + BambooHR QuickBooks + ClickSend

About Salesmate

Official website

Salesmate is a powerful CRM designed to streamline your sales processes and enhance team collaboration. It offers features such as pipeline management, sales automation, and customizable reports to help you track performance and drive growth. With built-in communication tools, including email and call tracking, Salesmate enables you to engage with customers effectively. Additionally, the platform integrates seamlessly with various applications, ensuring that your workflows remain efficient and connected. Explore how Salesmate can empower your sales team to achieve more with less effort.

CRM

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