Zapier: REACH + QuickBooks

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Use Zapier to connect REACH and QuickBooks. Build your Zaps, automate your workflows and ensure your data is synced between your apps.

Zaps, triggers and actions: Zaps are workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a Zap, and an action is an event a Zap performs.

Here are some example Zaps you can see how you can create automations between REACH and Quickbooks.

Note: This are meant to be examples. Triggers and Resulting Actions can change at any time.

REACH Triggers > Resulting QuickBooks Actions

REACH TriggersDescriptionResulting QuickBooks ActionDescription
New SupporterTriggers when a new supporter is created.Create CustomerAdds a new customer.
Updated SupporterTriggers when a supporter is updated.Update CustomerUpdates an existing customer.
New DonationTriggers when a new donation is created.Create InvoiceAdds a new invoice.
New DonationTriggers when a new donation is created. Create Sales ReceiptAdds a new sales receipt.
Updated DonationTriggers when a donation is updated.Update InvoiceUpdates an existing invoice.

QuickBooks Triggers > Resulting REACH Actions

QuickBooks TriggersDescriptionResulting Action in REACH
New CustomerTriggered when you add a new customer.Create Supporter
New InvoiceTriggered when you add a new invoice.Create Donation
New Sales ReceiptTriggered when a new sales receipt is added.Create Donation

Setting up your Zap

  • Choose your Trigger app(REACH or Salesforce) and Trigger Event
  • Connect your account
  • Set up and test your trigger
  • Review your Example Record
  • Choose your Action app(REACH or Salesforce) and Action Event
  • Connect your account
  • Set up your action
  • Add Title and map your fields
  • Test & Review Action
  • Complete and Turn on Zap

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