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Best answer

Create invoice in QuickBooks from new email attachments in Outlook

  • 11 June 2021
  • 5 replies
  • 98 views
S

Hello All,

 

First time post.  Was wondering if anyone know if its possible or how much work it would be approx to create a zap to do  Email w Text File Attachment -> QuickBooks Online -> Invoices/Bills .  Eg. to do oneself or to have someone create, newer to this.  

 

Thanks so much in advance!

 

icon

Best answer by SamB 18 January 2024, 15:55

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This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

5 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Spark1s24 

What email app are you using? (e.g. Gmail)

If Gmail, then check out the New Attachment trigger.

 

Check out the available triggers/actions/searches for each app:

Gmail: https://zapier.com/apps/gmail/integrations#triggers-and-actions

QBO: https://zapier.com/apps/quickbooks/integrations#triggers-and-actions

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
S

Hello Troy, thanks should have definitely included that.  It will be outlook.

Troy Tessalone
Userlevel 7
Badge +14

@Spark1s24 

Outlook doesn’t have a specific Zap app trigger for New Attachment.

Outlook: https://zapier.com/apps/microsoft-outlook/integrations#triggers-and-actions

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
SamB
Rank
Userlevel 7
Badge +11

Just wanted to follow up here to add that there is an existing feature request for the ability to trigger on new attachments with the Microsoft Outlook integration.

@Spark1s24, I’ve added added your vote to that feature request. I can’t give an ETA as to when it would be possible but we’ll follow up with you by email as soon as it is! 

For anyone else that’s also looking to do this, it maybe worth setting up a Gmail account so that you can use Gmail’s New Attachment trigger. Then in Outlook you can set up a rule to automatically forward certain emails to that Gmail account. That way you’ll be able to trigger on those email attachments. You can find out how to set up forwarding rules in Outlook here: Use rules to automatically forward messages

SamB
Rank
Userlevel 7
Badge +11

Hi folks,

Circling back in here to share that the feature request has been implemented. A New Attachment trigger has been added to the Microsoft Outlook app making it possible to now trigger on new email attachments that are received! 🎉🎉🎉 

If you run into any trouble with using that new trigger please do let us know. And until then, happy Zapping! 😁⚡

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