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Outlook Mail + QuickBooks Online Integrations

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

Outlook Mail + QuickBooks Online integrations: unlimited possibilities

Outlook Mail > QuickBooks Online

Trigger

Last triggered

Email received

Create customer

Connect Outlook Mail to QuickBooks Online

Overview

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

Check below for example workflows using Outlook Mail 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.

Built by the folks who led Gmail and Google Calendar, Relay.app is an automation 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 Outlook Mail and QuickBooks Online integrations in Relay.app

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

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

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 Outlook Mail integrations to trigger actions across your apps

Use any of these Outlook Mail actions in your Relay.app workflows.

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 Outlook Mail + QuickBooks Online workflows

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Send auto-emails in Outlook for each new bill created in QuickBooks Online

Relay.app is an automation tool that lets you automate actions across QuickBooks Online, Outlook and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Outlook "Send email" action for each QuickBooks Online "Bill created" event.

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Automatically create customer in QuickBooks Online for each email received in Outlook Mail

Try it

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Forward email automatically in Outlook Mail for each expense created in QuickBooks Online

Try it

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Mark email as read automatically in Outlook Mail for each expense updated in QuickBooks Online

Try it

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Automatically move mail to folder in Outlook Mail for each account created in QuickBooks Online

Try it

Outlook Mail Triggers

mark_email_unread

Email received

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

monetization_on

Create estimate

send

Send estimate

Expense

payments

Create expense

Find expense(s)

Invoice

receipt

Create invoice

Find invoice(s)

send

Send invoice

block

Void invoice

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

Vendor

add

Vendor created

edit_square

Vendor updated

Outlook Mail Actions

Draft

drafts

Create draft

draft

Create draft reply

send

Send draft

Find email(s)

forward_to_inbox

Forward email

mark_email_read

Mark email as read

drive_file_move

Move mail to folder

reply_all

Reply to all

send

Send email

schedule

Wait for reply

Create your own Outlook Mail + QuickBooks Online integration

Select a trigger in Outlook Mail

Select an action in QuickBooks Online

Create your workflow

Or automate QuickBooks Online + Outlook Mail

Select a trigger in QuickBooks Online

Select an action in Outlook Mail

Create your workflow

Connect Outlook Mail to your other apps

Or connect QuickBooks Online to your other apps

See all blog posts ➔

App Recommendations

The complete guide to workflow automation

Transform your team's productivity. Discover how workflow automation can help you streamline tasks, save time, and focus on what truly matters.

Whitney Hazard

Feb 17, 2024

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 Outlook Mail to QuickBooks Online with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Outlook Mail or QuickBooks Online to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Outlook Mail 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 Zapier alternative for connecting Outlook Mail to QuickBooks Online?
link
Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Outlook Mail and QuickBooks Online—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

Notion Coach

@NotionCoach

Finally getting a chance to explore @relay and wow, UX feels leaps ahead of Zapier/Make.

Maayan

Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

Eva (Ziki) Zivanovic

@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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Outlook Mail + QuickBooks Online integrations: unlimited possibilities

Screenshots of Outlook Mail and QuickBooks Online integrations in Relay.app

Example Outlook Mail + QuickBooks Online workflows

Send auto-emails in Outlook for each new bill created in QuickBooks Online

Automatically create customer in QuickBooks Online for each email received in Outlook Mail

Forward email automatically in Outlook Mail for each expense created in QuickBooks Online

Mark email as read automatically in Outlook Mail for each expense updated in QuickBooks Online

Automatically move mail to folder in Outlook Mail for each account created in QuickBooks Online

Create your own Outlook Mail + QuickBooks Online integration

Or automate QuickBooks Online + Outlook Mail

Connect Outlook Mail to your other apps

Or connect QuickBooks Online to your other apps

Related blog posts

The complete guide to workflow automation

FAQ

What is Relay.app?

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

Is Relay.app a Zapier alternative for connecting Outlook Mail to QuickBooks Online?

See why people love Relay.app

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

What will you automate?