QuickBooks
New Invoice
→
Privy
Add Contact to Audience
Why Automate QuickBooks with Privy?
⚠️ The Problem: Many teams struggle with manual data entry and sync errors.
Manual processes waste time and lead to missed opportunities.
✅ The Solution: By connecting QuickBooks to Privy,
you get automatic and reliable data synchronization. This automation runs 24/7 without any manual intervention.
Step-by-Step Setup Guide
- Create a free account on Make.com (recommended) or Zapier
- Create a new scenario/zap and select QuickBooks as your trigger app
- Choose the trigger: "New Invoice"
- Connect your QuickBooks account by following the authorization prompts
- Add Privy as your action app
- Select the action: "Add Contact to Audience"
- Map the data fields from QuickBooks to Privy
- Test your automation to make sure it works correctly
- Turn it on! Your automation will now run automatically