Create an Outlook draft when a new QuickBooks Online invoice is created
1 ready-made Microsoft Outlook and QuickBooks Online Applets
Turn one on, or build your own. Microsoft Outlook can start an automation with "New message received", and IFTTT can then run "Create customer" on QuickBooks Online.
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Create your own Microsoft Outlook and QuickBooks Online workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
10 triggers, queries, and actions
New customer
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new customer.
New invoice
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new invoice is created.
New message received
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time a new message is received in your Outlook inbox.
New payment
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new payment is created.
Find customer
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns Quickbooks Online customers.
Create a draft message
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will create a draft message in your Outlook account without sending it.
Create customer
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a customer.
Create invoice
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a Quickbooks Online invoice.
Create sales receipt
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a sales receipt.
Send a message
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will send a message from your Outlook account.
Create a draft message
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will create a draft message in your Outlook account without sending it.
Create customer
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a customer.
Create invoice
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a Quickbooks Online invoice.
Create sales receipt
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a sales receipt.
Find customer
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns Quickbooks Online customers.
New customer
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new customer.
New invoice
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new invoice is created.
New message received
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time a new message is received in your Outlook inbox.
New payment
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new payment is created.
Send a message
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will send a message from your Outlook account.
Build an automation in seconds!
If
Select a trigger the automation will use
New customer
New invoice
New message received
New payment
Then
Select an action the automation will perform
Create a draft message
Create customer
Create invoice
Create sales receipt
Send a message
You can add delays, queries, and more actions in the next step!
GET STARTED
How to connect to a Microsoft Outlook automation
Find an Applet using Microsoft Outlook and QuickBooks Online
Find an automation to connect to, or create your own!Connect IFTTT to your accounts
Securely connect the Applet services to your respective accounts.Finalize and customize your Applet
Review trigger and action settings, and click connect. Simple as that!Upgrade your automations with
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More on Microsoft Outlook and QuickBooks Online
About Microsoft Outlook
Outlook and IFTTT let you automatically draft and send emails based on incoming messages from other apps and services.
About QuickBooks Online
QuickBooks Online and IFTTT let you automate invoicing, customer creation, and payment tracking across your business workflows.