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Best answer

Pipedrive to Quickbooks Project

  • March 20, 2021
  • 5 replies
  • 195 views
J

Hello Everyone, 

 

Here’s my first post on the community :) 

 

I actually use Zapier to automate the workflow of pipedrive and quickbooks. I would like that when a new lead is won on Pipedrive, it is creating a new project on Quickbooks. Unfortunately, I am not finding any trigger for doing that. Does any of you found a solution?

 

:wave:

Best answer by christina.d

Hi there @JessyBigot! Thanks for reaching out. As Troy mentioned the Projects API isn’t supported by Quickbooks currently. That said, we do have a feature request out and I’ve gone ahead and added your vote! This way if it does get implemented in the future we’ll be sure to keep you in the loop and update this thread. I hope this helps. 🙂

    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
    Zapier Orchestrator & Solution Partner
    Forum|alt.badge.img+14
    • Troy TessaloneZapier Orchestrator & Solution Partner
    • Zapier Orchestrator & Solution Partner
    • March 20, 2021

    Hi @JessyBigot 

    Try one of these Pipedrive triggers:

     

    ⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
    J
    • JessyBigot
    • Author
    • March 20, 2021

    Hello @Troy Tessalone, 

     

    Thank you for your reply :) 

     

    I am already using those one for my quickbooks, i was referring to the creation of “Project” in Quickbooks for following your profit on each client’s project. 

     

    Pleasure to read you back soon, Jessy.

    Troy Tessalone
    Zapier Orchestrator & Solution Partner
    Forum|alt.badge.img+14
    • Troy TessaloneZapier Orchestrator & Solution Partner
    • Zapier Orchestrator & Solution Partner
    • March 21, 2021

    Hi @JessyBigot 

    A GSearch on the topics makes it appear the QBO Projects API is not yet supported: https://www.google.com/search?q=quickbooks+online+api+projects

    ⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
    AndrewJDavison
    Forum|alt.badge.img+11
    • AndrewJDavisonZapier Solution Partner
    • Zapier Solution Partner
    • May 18, 2021

    @JessyBigot 
    Just checking in to see if you still need help with this? 

    Find out more and hire me: https://zapier.com/partnerdirectory/andrewjdavison (andrew@andrewjdavison.com)
    christina.d
    Forum|alt.badge.img+9
    • christina.dZapier Staff
    • Zapier Staff
    • Answer
    • August 12, 2021

    Hi there @JessyBigot! Thanks for reaching out. As Troy mentioned the Projects API isn’t supported by Quickbooks currently. That said, we do have a feature request out and I’ve gone ahead and added your vote! This way if it does get implemented in the future we’ll be sure to keep you in the loop and update this thread. I hope this helps. 🙂

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