Zengine integration with QuickBooks Online
How to Add new Zengine record to Quickbooks as a customer
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Zengine record to Quickbooks as a customer" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Zengine integrations
Zengine actions
Nekton can use any feature that is available in Zengine API.
Using our advanced AI, you can easily create custom automations for Zengine.
Here are some typical actions you can do in your automated workflows.
New Comment
Adds a comment to a record or workspace.
Delete Record
Deletes a record.
Upload File to Field
Uploads a file, which can then be saved to a file upload field in a New Record or Update Record action.
Find or Create
Find or Create
New Record
Adds a record to a form.
Update Record
Updates a record.
About Zengine
Zengine by WizeHive is a flexible solution for managing grants, scholarships, fellowships, and more through the entire program lifecycle—providing tailored workflows, engaging experiences, and impact analysis to mission-driven organizations.