Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Can a send a new estimate in Quickbooks to Zoho CRM?  Wondering if it can be done as a pdf attachment to the accounts module in Zoho CRM. 

Alternatively, could I transfer a new estimate in Quickbooks to Zoho Quotes? 

Hi @leannemustang 

Help link about sending files in Zaps: https://help.zapier.com/hc/en-us/articles/8496288813453-Send-files-in-Zaps

 

NOTE: Using QBO and Zoho CRM in Zaps requires a Zapier paid plan.

 

Review the available Zap app triggers/actions:

 

 

Hi @leannemustang 👋

Did the guides Troy shared to here help to get you pointed in the right direction or are you still stuck at all?

Keen so ensure you’re all set so please keep us updated on how things are going. Happy to lend a hand if you need any further assistance on this! 🙂

Terms & Conditions