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Question

QuickBooks to HubSpot integration - to get Estimate Pdf from QuickBooks

  • 16 October 2022
  • 5 replies
  • 41 views
L

I am integrating QuickBooks to HubSpot. I waned to get Estimate Pdf from QuickBooks when a new estimation created in the QuickBooks and attach the estimate pdf to the HubSpot deal.

 

please advice.

 

-jags

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

MohSwellam
Userlevel 7
Badge +8

Hi @lubes , 

 

Check the Quickbooks action response, you should find the PDF there (in some apps it would say “Exists but not shown”) 

Founder of GeekyAir.com
chanelle
Userlevel 7
Badge +8

Hi @lubes! Did you get everything squared away, or are you still in need of assistance to get your Zap working?

L

while adding zaps, I see events .. not sure about action response.

MohSwellam
Userlevel 7
Badge +8

Hi @lubes 

 

What i mean here is the reply you get from the Quick Books step. This is shown under Test Action in the step as shown in the below screenshot

 

In here you should find the file, so you can map the field accordingly 

Founder of GeekyAir.com
chanelle
Userlevel 7
Badge +8

@lubes all good to go? 👍👎

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