What do you want to automate

with QuickBooks and Solve CRM?

Prompt, edit and deploy AI agents that connect to QuickBooks, Solve CRM and 2,500+ other apps in seconds.

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Create AP Aging Detail Report with QuickBooks API on New Company Created (Instant) from Solve CRM API
Solve CRM + QuickBooks
 
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Create AP Aging Detail Report with QuickBooks API on New Contact Created (Instant) from Solve CRM API
Solve CRM + QuickBooks
 
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Create AP Aging Detail Report with QuickBooks API on New Contact Tagged (Instant) from Solve CRM API
Solve CRM + QuickBooks
 
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Create AP Aging Detail Report with QuickBooks API on New User Created from Solve CRM API
Solve CRM + QuickBooks
 
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Create Bill with Quickbooks API on New Company Created (Instant) from Solve CRM API
Solve CRM + QuickBooks
 
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New Company Created (Instant) from the Solve CRM API

Emit new event for each new company created. See the docs here

 
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New Contact Created (Instant) from the Solve CRM API

Emit new event for each new contact created. See the docs here

 
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New Contact Tagged (Instant) from the Solve CRM API

Emit new event when the specified tag is added to a contact. See the docs here

 
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New User Created from the Solve CRM API

Emit new event for each new user created. See the docs here

 
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New Customer Created from the QuickBooks API

Emit new event when a new customer is created.

 
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Create AP Aging Detail Report with the QuickBooks API

Creates an AP aging report in Quickbooks Online. See the documentation

 
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Create Contact with the Solve CRM API

Create a new contact. See the docs here

 
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Create Bill with the QuickBooks API

Creates a bill. See the documentation

 
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Create Customer with the QuickBooks API

Creates a customer. See the documentation

 
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Create Estimate with the QuickBooks API

Creates an estimate. See the documentation

 
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Integrate the QuickBooks API with the Solve CRM API
Setup the QuickBooks API trigger to run a workflow which integrates with the Solve CRM API. Pipedream's integration platform allows you to integrate QuickBooks and Solve CRM remarkably fast. Free for developers.

Overview of QuickBooks

The QuickBooks API allows for streamlined financial management within Pipedream's ecosystem, enabling automated accounting and data syncing across various platforms. With this API, you can manipulate invoices, manage sales receipts, handle expenses, and synchronize customer data. It's a robust tool for financial oversight and automation that can save time and reduce errors for businesses of all sizes.

Connect QuickBooks

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    quickbooks: {
      type: "app",
      app: "quickbooks",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://accounts.platform.intuit.com/v1/openid_connect/userinfo`,
      headers: {
        Authorization: `Bearer ${this.quickbooks.$auth.oauth_access_token}`,
        "accept": `application/json`,
        "content-type": `application/json`,
      },
    })
  },
})

Overview of Solve CRM

The Solve CRM API offers a variety of endpoints to manage customer relationships and sales processes programmatically. It enables users to create, read, update, and delete customer data, manage projects, track email communication, and automate workflows involving contacts and companies. Pipedream harnesses this power, allowing you to connect Solve CRM with a myriad of other apps and services to streamline sales pipelines, enhance customer engagement, and automate routine tasks.

Connect Solve CRM

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    solve_crm: {
      type: "app",
      app: "solve_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://secure.solve360.com/contacts`,
      auth: {
        username: `${this.solve_crm.$auth.email}`,
        password: `${this.solve_crm.$auth.api_token}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
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Rudderstack logo
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Warner Bros. logo