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Intercom + QuickBooks Online Integrations

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Connect Intercom to QuickBooks Online
Example screenshots
Example workflows
Triggers and actions
Intercom + your other apps
QuickBooks Online + your other apps
Related blog posts
FAQ

Intercom + QuickBooks Online integrations

Intercom > QuickBooks Online

Trigger

Last triggered

Ticket added

Create customer

Overview

Connect Intercom to QuickBooks Online in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Intercom, QuickBooks Online, and many other popular SaaS applications.

Check below for example workflows using Intercom and QuickBooks Online, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

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Screenshots of Intercom and QuickBooks Online integrations in Relay.app

Use Relay.app's Intercom integrations to trigger actions across your apps

Preview of Use any of these Intercom actions in your Relay.app workflows

Preview of Add any Intercom action to your workflow

Preview of Use Relay.app's QuickBooks Online integrations to trigger actions across your apps

Preview of Use any of these QuickBooks actions in your Relay.app workflows.

Use Relay.app's Intercom integrations to trigger actions across your apps

Use any of these Intercom actions in your Relay.app workflows

Add any Intercom action to your workflow

Use Relay.app's QuickBooks Online integrations to trigger actions across your apps

Use any of these QuickBooks actions in your Relay.app workflows.

Example Intercom + QuickBooks Online workflows

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Automatically create customer in QuickBooks Online for each ticket added in Intercom

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Create ticket automatically in Intercom for each expense created in QuickBooks Online

Try it

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Create vendor automatically in QuickBooks Online for each contact added in Intercom

Try it

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Automatically add note to ticket in Intercom for each expense updated in QuickBooks Online

Try it

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Create expense automatically in QuickBooks Online for each conversation added in Intercom

Try it

Intercom Triggers

Contact

edit

Contact changed

target

Contact first meets conditions

add

New contact added

Conversation

edit

Conversation changed

target

Conversation first meets conditions

add

New conversation added

Ticket

add

New ticket added

edit

Ticket changed

target

Ticket first meets conditions

QuickBooks Online Actions

Account

Find account(s)

Bill

receipt

Create bill

Find bill(s)

Class

Find class(es)

Customer

add

Create customer

library_add

Create or update customer

Find customer(s)

edit

Update customer

Estimate

request_quote

Create estimate

send

Send estimate

Expense

payments

Create expense

Find expense(s)

Invoice

receipt

Create invoice

Find invoice(s)

paid

Record invoice payment

send

Send invoice

block

Void invoice

Invoice line item

receipt

Create invoice line item

Item

Find item(s)

Sales Receipt

receipt_long

Create sales receipt

Term

Find term(s)

Vendor

add_business

Create vendor

Find vendor(s)

edit

Update vendor

QuickBooks Online Triggers

Account

add

Account created

edit_square

Account updated

Bill

add

Bill created

edit_square

Bill updated

Customer

add

Customer created

edit_square

Customer updated

Estimate

add

Estimate created

edit_square

Estimate updated

Expense

add

Expense created

edit_square

Expense updated

Invoice

add

Invoice created

edit_square

Invoice updated

Sales Receipt

add

Sales Receipt created

edit_square

Sales Receipt updated

Intercom Actions

Admin

Find admin(s)

Company

library_add

Create or update company

Find company(ies)

Contact

add_comment

Add note to contact

new_label

Add tag to contact

add_box

Attach contact to company

add

Create contact

library_add

Create or update contact

remove_done

Detach contact from company

Find contact(s)

label_off

Remove tag from contact

edit

Update contact

Conversation

add_comment

Add note to conversation

new_label

Add tag to conversation

done

Close conversation

add

Create conversation

Find conversation(s)

label_off

Remove tag from conversation

Reply to conversation

send

Send message to contact

edit

Update conversation

Ticket

forum

Add note to ticket

new_label

Add tag to ticket

bug_report

Convert conversation to ticket

add

Create ticket

Find ticket(s)

label_off

Remove tag from ticket

forum

Reply to ticket

edit

Update ticket

Create your own Intercom + QuickBooks Online integration

Select a trigger in Intercom

Select an action in QuickBooks Online

Create your workflow

Or automate QuickBooks Online + Intercom

Select a trigger in QuickBooks Online

Select an action in Intercom

Create your workflow

Connect Intercom to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect QuickBooks Online to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Intercom to QuickBooks Online with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Intercom or QuickBooks Online to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Intercom and QuickBooks Online to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting Intercom to QuickBooks Online?
link
Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Intercom to QuickBooks Online that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Intercom and QuickBooks Online—give it a try and let us know what you think.

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via email

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Intercom + QuickBooks Online integrations

Screenshots of Intercom and QuickBooks Online integrations in Relay.app

Example Intercom + QuickBooks Online workflows

Automatically create customer in QuickBooks Online for each ticket added in Intercom

Create ticket automatically in Intercom for each expense created in QuickBooks Online

Create vendor automatically in QuickBooks Online for each contact added in Intercom

Automatically add note to ticket in Intercom for each expense updated in QuickBooks Online

Create expense automatically in QuickBooks Online for each conversation added in Intercom

Create your own Intercom + QuickBooks Online integration

Or automate QuickBooks Online + Intercom

Connect Intercom to your other apps

Or connect QuickBooks Online to your other apps

Related blog posts

Customer service automation 101: benefits, examples, and top apps

From chatbots to feedback loops: Mastering customer experience automation

5 processes every Customer Success team should automate

FAQ

What is Relay.app?

How do I connect Intercom to QuickBooks Online with Relay.app?

Is Relay.app a Make.com alternative for connecting Intercom to QuickBooks Online?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?