Plumbing call · price quoted
QuickBooks invoice draftCustomer name, service description, and amount land as a draft invoice. Office manager reviews and sends.
Connect via webhook · Zapier · n8n
RevSquared + QuickBooks. Calls become invoices.
Every call your AI agent takes flows into QuickBooks with the full context: caller info, what they asked about, how they sounded, and what happened. Catch it in Zapier or n8n and route it however you want.
- Webhook-based
- Works with any Zapier or n8n flow
- Full call payload
- Setup in ~5 minutes
Connected via
QuickBooks
QuickBooks- Webhooks by Zapier
- n8n webhook node
- Full JSON payload per call
- Fires within seconds of call end
Common workflows
Build the Zaps your books need.
One webhook out of RevSquared, then any number of Zaps that route it to QuickBooks. Here's what teams build.
QuickBooks invoice draftNew legal intake call
QuickBooks customer recordContact info, matter type, and retainer amount create a customer in QuickBooks so billing starts immediately.
Consulting call · time tracked
QuickBooks time entryCall duration, client name, and project code log as billable time entries. No more manual hours tracking.
Appointment booked
QuickBooks estimateService type and quoted price create an estimate ready for conversion to invoice on completion.
How to connect
One webhook. Any Zap you want.
Connect Zapier once in RevSquared and you're set. From then on, every call posts a full JSON payload — build as many Zaps as you want to route it into QuickBooks (or anywhere else).
- 01
Start a Zap with Catch Hook
In Zapier, create a new Zap. Pick “Webhooks by Zapier” → “Catch Hook” as the trigger. Zapier generates a unique webhook URL — copy it.
- 02
Paste it into RevSquared once
In your RevSquared dashboard, open the Zapier integration and paste the URL. That's the one connection — every future call payload will hit it.
- 03
Fire a test call
Make a call (or use the test-payload button). Zapier receives the full JSON — caller, transcript, summary, custom fields, recording URL — and shows you the structure to map.
- 04
Add QuickBooks as the action
In the same Zap, add QuickBooks Online as the next step. Pick an action (Create Invoice, Create Customer, etc.) and drag the webhook fields into the QuickBooks fields. Turn it on.
What you get
What you can build.
01
Auto-create invoices
Create QuickBooks invoices from call data — customer, line items, amount — ready to send.
02
Log new customers
Build a Zap that creates QuickBooks customer records the moment an intake call wraps.
03
Attach call summaries
Drop the AI call summary onto the QuickBooks customer record so billing has full context.
04
Track quoted prices
Capture quoted prices on the call as QuickBooks estimates ready for conversion to invoice.
05
Categorize expenses
Auto-categorize call-related expenses (call origination, dispatched parts) so your P&L stays clean.
06
Reconcile bookings
Match appointment bookings to QuickBooks entries so the dispatch board and the books always agree.
Why teams pick RevSquared for QuickBooks
The honest way to wire RevSquared into your books.
1 hookup
Connect once
RevSquared has a single Zapier integration. Paste one Catch Hook URL into it and every call will post to that URL forever.
Many Zaps
Route however
From that one webhook, build as many Zaps as you want. QuickBooks invoice for service calls. Slack alert for emergencies. Sheets log for everything. Same payload, different actions.
Real-time
Not batched
The webhook fires seconds after the call ends. Your books reflect today's calls today, not tomorrow morning.
Common questions
Everything else you'd want to know.
- Yes — RevSquared sends a webhook, you need a tool to catch it and route it to QuickBooks. Zapier is the most common (free tier covers ~100 tasks/month, paid plans start around $20/mo). n8n is open-source and free to self-host. Any tool that can receive an HTTP webhook works.
Built for
Industries that pair QuickBooks with RevSquared.
Home Services
HVAC
Your AI answers emergency and maintenance calls 24/7 so your techs stay on the job.
See the pageHome Services
Plumbing
Burst pipe at 2am? Your AI picks up first and books the job before your competitor does.
See the pageHome Services
Electrical
Electrical emergencies don't wait. Your AI catches every call while your electricians work safely on-site.
See the pageConstruction
Roofing
Storm season doesn't wait. Your AI captures damage leads, books inspections, and qualifies insurance claims 24/7.
See the pagePairs well with
Other integrations operators run alongside QuickBooks.
Stop typing call notes into QuickBooks.
Build a Zap once. Every future call hits your books automatically.