Integrations

Connect QuickBooks, Zoho Books, Zapier, WordPress, the lead widget, and more to keep your tools and your data in sync with WorkZen.

Start here

Capture WordPress form leads in WorkZenInstall the WorkZen Connector plugin and every Contact Form 7, WPForms, Elementor, or Gravity Forms submission lands in WorkZen as a lead.2 min read How to accept credit card payments with StripeConnect a Stripe account so clients pay invoices online, techs take cards in the field, and every payment records itself in WorkZen.2 min read How to add the lead widget to your websitePut a floating contact, booking, and WhatsApp button on your website that turns visitors into WorkZen leads, no developer required.3 min read How to connect QuickBooks Online to WorkZenLink your QuickBooks Online account so invoices, payments, estimates, and clients flow from WorkZen into your books automatically.2 min read How to connect Zoho Books to WorkZenPush your clients, invoices, estimates, and payments into Zoho Books automatically. One-way sync means no double entry and clean, current books.2 min read How to import QuickBooks customersPull your existing QuickBooks Online customers into WorkZen as clients in one click, with automatic duplicate protection.2 min read

Everyday tasks

What syncs between WorkZen and QuickBooksExactly which records flow from WorkZen to QuickBooks Online, how fast, what the sync statuses mean, and how to fix a failed sync.3 min read

Go further

Use webhooks to connect WorkZen to other toolsSend real-time event notifications from WorkZen to Zapier, Make, or your own systems, with signed payloads, retries, and a full delivery log.2 min read

Explore other topics

Getting Started Leads Clients & Properties Jobs & Scheduling Estimates Invoices & Payments Expenses Catalogs & Pricing Team & Permissions Phone & AI Receptionist Messaging Reports Account & Billing