An automated workflow using zapier
Connects QuickBooks Online + Picky Assist
Send WhatsApp messages via Picky Assist for new QuickBooks invoices
About this workflow template
This automation scenario allows you to connect QuickBooks Online and Picky Assist
It can be build using Zapier, a no-code workflow automation tool. Zapier 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.
Categories
QuickBooks Online and Picky Assist can also be integrated using automation tools other than zapier:
How it works?
When this trigger fires in QuickBooks Online
New Invoice in QuickBooks Online
Triggered when you add a new invoice (with line item support).
Then this action happens in Picky Assist
Send Message in Picky Assist
Send A New WhatsApp / SMS.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send WhatsApp messages via Picky Assist for new QuickBooks invoices.
Part I
Configure Applications
First, we need to connect QuickBooks Online and Picky Assist to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect QuickBooks Online to Zapier.
Give Zapier access to your QuickBooks Online account, using QuickBooks Online credentials.
Connect Picky Assist to Zapier.
Give Zapier access to your Picky Assist account, using Picky Assist credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for QuickBooks Online
Choose the following trigger: New Invoice (Triggered when you add a new invoice (with line item support).).
Then set up an Action for Picky Assist
Choose this action: Send Message (Send A New WhatsApp / SMS.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between QuickBooks Online and Picky Assist.
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 WhatsApp messages via Picky Assist for new QuickBooks invoices!
Related Automation Templates
Supported triggers and actions
New customer
Triggered when you add a new customer.
triggerbyzapierautomateiopabbly-connectalbatoNew invoice
Triggered when you add a new invoice.
triggerbyzapierautomateiopabbly-connectalbatoNew payment
Triggered when a payment is received (with line item support).
triggerbyzapierautomateiopabbly-connectalbatoNew event
Triggers when a new event is created.
triggerbyintegromatNew estimate
Triggered when you add a new estimate.
triggerbyzapierautomateiopabbly-connectalbatoNew sales receipt
Triggered when a new sales receipt is added (with line item support).
triggerbyzapierautomateiopabbly-connectalbato
Send message
Send A New WhatsApp / SMS.
actionbyzapierintegratelySend new message
Send a new WhatsApp/SMS.
actionbypabbly-connectNew message
Triggers when there's a new WhatsApp/ SMS.
triggerbyzapierpabbly-connectNew message is received
New message is received
triggerbyintegrately
Apps you need
QuickBooks Online alternatives
Picky Assist alternatives
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
