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Mailpro Integrations > Other > QuickBooks Online

QuickBooks Online INTEGRATION WITH MAILPRO™


AVAILABLE TRIGGERS

New Account

New Customer

New Estimate

New Invoice

New Sales Receipt

New Payment

New Vendor

New Bill

New Expense

New Purchase Order

AVAILABLE ACTIONS

Add/Update Subscriber

Create Email Campaign

Send Email Campaign

Unsubscribe Email

Add Subscriber to TAG

Create Customer

Create Invoice

Create Sales Receipt

Create Bill (Item Based)

Create Credit Memo

Create Estimate

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

FEATURES

With this zap you can automatically add/sync new QuickBooks Online with Mailpro to make notification process simpler.

Here are some ways to use QuickBooks Online and Mailpro:

You can add/update/delete new QuickBooks Online customers/accounts to/from Mailpro contacts. You can add/update/delete a contact to/from a Mailpro list when new invoices/payments and bills are generated in QuickBooks Online. Send new QuickBooks Online customers a welcome email from Mailpro. Add new QuickBooks Online customers to your Mailpro email newsletter.

SETUP

In order to use Mailpro with QuickBooks through Zapier you are required to have a Mailpro account, a Zapier account, and of course a QuickBooks Online account to make a successful connection with Mailpro. The QuickBooks account needs administrator permissions and be a paid account.

  1. The first thing you'll need to do is login into Zapier either with a Google account, Facebook account or with an email and password. If you don’t have a Zapier account, you can create one.
    Setup QuickBooks Online 1
  2. After you login you can look for Mailpro in the search bar on top of the page, to find all Mailpro’s zaps or templates we already created. You can also click on the “Make a Zap” button and in the resulting page look for QuickBooks to start a Trigger event that will execute an Action in Mailpro.
  3. First you will need to select the Trigger event in QuickBooks, and then you will be asked to Sign in to QuickBooks and grant access to your account, in order to get the information needed for the zap to work, and share data with Mailpro. Usually this login is done once and it’s kept archived in your Zapier account for future use.
    Setup QuickBooks Online 2
  4. After you sign in to QuickBooks Online you may be asked to finish setting up options for the Trigger event to work. You can verify that the connection is working and then you click in the “Continue” button.
  5. Setup QuickBooks Online 3
  6. Then you will have to select the Action event in Mailpro, and you will be asked to sign in to Mailpro and grant access to your account, in order to access the information needed for the zap to work, and receive data from the other application. Usually this login is done once and it’s kept archived in your Zapier account for future use.
    Setup QuickBooks Online 4
  7. After you sign in to Mailpro you may be asked to finish setting up options for the Action event to work. It could be associated to contacts, messages or SMS. Depending of each type of information, just follow the steps and instructions presented. You can verify that the connection is working and then you click in the “Done” button.
  8. At the end of the setup process you need to activate the zap in order for it to start working.

Mailpro is right now in early access mode with Zapier (beta integration), so if you want to use Mailpro in your Zaps, you will have to accept an invitation in the following link:
Accept the invitation

Mailpro

ABOUT MAILPRO

Mailpro is an online Email and SMS marketing solution. It lets you create professional looking newsletters in minutes for your customers with our +560 free responsive templates. Then you can send your newsletter to thousands of email contacts in few seconds with simple steps. After this you can track the effectiveness of your email campaigns with our detailed statistics and make strategic decisions to achieve a successful Email and SMS marketing plan.

For more information visit mailpro.com


Zapier

ABOUT ZAPIER

Zapier is a web automation service. With Zapier you can build Zaps which can automate parts of your business. A Zap (or connection) is a blueprint for a task you do repeatedly, that may involve complex setup or requires several steps to be accomplished.

Zapier allows you to work more efficiently by connecting the online web apps you use with Mailpro to create automated tasks, and get more out of your data using an easy drag-and-drop interface.

For more information visit zapier.com

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