Workamajig + QuickBooks Online Integrations
Put Workamajig + QuickBooks Online to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Workamajig and QuickBooks Online
See the kind of workflows teams build with Workamajig and QuickBooks Online below — describe the exact one you want above and the Agent builds it on demand.
Workamajig + QuickBooks Online
When a new lead is added in Workamajig, sync the lead information to QuickBooks Online as a customer record.
Generate invoices when project milestones finish
When a task is completed in Workamajig, automatically create an invoice in QuickBooks Online so billing occurs immediately without delay.
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Move project tasks when invoices become overdue
When an invoice is marked overdue in QuickBooks Online, automatically move the associated project task in Workamajig to an on-hold stage.
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Add task notes when client payments are received
When a payment is received in QuickBooks Online, automatically add a comment to the client task in Workamajig confirming payment receipt.
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Browse the full workflow library →
Looking to achieve something else with Workamajig and QuickBooks Online?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Workamajig and QuickBooks Online
Everything Workamajig and QuickBooks Online can do inside a workflow — the triggers that start one and the actions that run when it fires.
Workamajig Explore Workamajig →
Workamajig is an all-in-one project management software tailored for creative agencies, marketing teams, and design firms.
TriggersTriggers when a new activity is created.
Triggers when a company is updated.
Triggers when a new contact is created.
Triggers when a contact is updated.
Triggers when a new lead is created.
This trigger gets called when a lead is updated in Workamajig
Creates a new activity.
This will add a new email address to a Marketing Group in Workamajig. Please note the email address must be associated to an existing contact with Workamajig before adding it.
Creates a new company.
Creates a new contact.
Updates a contact.
Creates a new lead.
QuickBooks Online Explore QuickBooks Online →
QuickBooks Online is a cloud accounting platform that helps small businesses track income, manage expenses, send invoices, and run financial reports.
TriggersTriggers when you add a new account.
Triggers when a new bank transaction is created.
Triggers when a new bill is added.
Triggers when you add a new customer.
Triggers when an estimate is emailed.
Triggers when you add a new estimate.
Attach a file or note to a QuickBooks record, or upload a standalone file without linking it to a record
Create a new bill, optionally tied to a customer.
Create a new bill, optionally tied to a customer (with line item support).
Create a new bill, optionally tied to a customer (with line item support).
Creates a new deposit in QuickBooks.
Creates a new employee.
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Other Accounting apps on Knit
Explore more Accounting integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AccountEdge
AccountEdge is desktop accounting software that manages sales, purchases, inventory, payroll, and financial reporting for small businesses.
AccountGroove
AccountGroove is a cloud-based invoicing and billing platform designed to streamline client account management and financial tracking.
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AdminPulse
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Aero Workflow
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Alegra
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Aliaddo
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Workamajig + QuickBooks Online
Is there a pre-built Workamajig + QuickBooks Online automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Workamajig and QuickBooks Online's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Workamajig or QuickBooks Online connector?
No. The Agent works whether or not Workamajig or QuickBooks Online already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Workamajig with QuickBooks Online help our finance team?
It reduces manual data entry by initiating invoices and expense updates automatically as project milestones are completed.
Can payment updates in QuickBooks Online alter project tasks in Workamajig?
Yes, when a payment is received or an invoice becomes overdue in QuickBooks Online, you can automatically move or update tasks in Workamajig.