QuickBooks Online
Slack
integromat

An automated workflow using integromat

Connects QuickBooks Online + Slack

Send a message about new event in QuickBooks to Slack

About this workflow template

This automation scenario allows you to connect QuickBooks Online and Slack

It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

QuickBooks Online and Slack can also be integrated using automation tools other than integromat:

Diagram

Send a message about new event in QuickBooks to Slack
Workflow diagram: QuickBooks Online + Slack integration

How it works?

When this trigger fires in QuickBooks Online

QuickBooks Online

New Event in QuickBooks Online

Triggers when a new event is created.

Then this action happens in Slack

Slack

Create a Message in Slack

Creates a message.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send a message about new event in QuickBooks to Slack.

Part I

Configure Applications

First, we need to connect QuickBooks Online and Slack to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect QuickBooks Online to Make.com.

    Connect QuickBooks Online to Make.com.

    Give Make.com access to your QuickBooks Online account, using QuickBooks Online credentials.

  • Connect Slack to Make.com.

    Connect Slack to Make.com.

    Give Make.com access to your Slack account, using Slack credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

  • Set up a Trigger action for QuickBooks Online

    Set up a Trigger action for QuickBooks Online

    Choose the following trigger: New Event (Triggers when a new event is created.).

  • Then set up an Action for Slack

    Then set up an Action for Slack

    Choose this action: Create a Message (Creates a message.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between QuickBooks Online and Slack.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Send a message about new event in QuickBooks to Slack!

Supported triggers and actions

  • Slack

    New message in channels (instant)

    New message in channels (instant)

    pipedream
    triggerbypipedream
  • Slack

    New message posted to channel

    Triggers when a new message is posted to a specific #channel you choose.

    zapier
    triggerbyzapier
  • Slack

    New saved message

    Triggers when you save a message.

    zapier
    triggerbyzapier
  • Slack

    New pushed message

    Triggers when you click the "Push to Zapier" button from a message in Slack.

    zapier
    triggerbyzapier
  • Slack

    New user

    Triggers when a new Slack user is created / first joins your org.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Slack

    New mention

    Triggers when a username or highlight word is mentioned in a public #channel.

    zapier
    triggerbyzapier
  • QuickBooks Online

    Create customer

    Adds a new customer.

    zapierintegratelypipedream
    actionbyzapierintegratelypipedream
  • QuickBooks Online

    Create invoice

    Adds a new invoice to customer by name.

    zapierintegratelypipedream
    actionbyzapierintegratelypipedream
  • QuickBooks Online

    Create sales receipt

    Adds a new sales receipt (with line item support).

    zapierintegrately
    actionbyzapierintegrately
  • QuickBooks Online

    Create payment

    Creates a new payment, optionally linked to an invoice.

    zapierintegratelypipedream
    actionbyzapierintegratelypipedream
  • QuickBooks Online

    Create bill

    Create bill

    integratelypipedream
    actionbyintegratelypipedream
  • QuickBooks Online

    Send invoice

    Send an existing invoice.

    zapierautomateio
    actionbyzapierautomateio

Apps you need

Slack

Slack

Team Chat

A cloud-based platform for team communication and collaboration

Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.