An automated workflow using integromat
Connects QuickBooks Online + Microsoft Teams
Send a message about a new event in QuickBooks to Microsoft Teams
About this workflow template
This automation scenario allows you to connect QuickBooks Online and Microsoft Teams
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots 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 Microsoft Teams can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in QuickBooks Online
New Event in QuickBooks Online
Triggers when a new event is created.
Then this action happens in Microsoft Teams
Send a Message in Microsoft Teams
Sends a message to a team's channel or to a chat.
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 a new event in QuickBooks to Microsoft Teams.
Part I
Configure Applications
First, we need to connect QuickBooks Online and Microsoft Teams to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect QuickBooks Online to Make.com.
Give Make.com access to your QuickBooks Online account, using QuickBooks Online credentials.
Connect Microsoft Teams to Make.com.
Give Make.com access to your Microsoft Teams account, using Microsoft Teams 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
Choose the following trigger: New Event (Triggers when a new event is created.).
Then set up an Action for Microsoft Teams
Choose this action: Send a Message (Sends a message to a team's channel or to a chat.).
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 Microsoft Teams.
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 a new event in QuickBooks to Microsoft Teams!
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 channel message
Sends a message to a channel. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.
actionbyzapierintegratelyalbatoSend chat message
Sends a message in an existing chat.
actionbyzapierintegratelyCreate channel
Creates a new channel within a team. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.
actionbyzapierintegratelyPost to channel
This action will post a message to the specified channel.
actionbyiftttSend a message
Sends a message to a team's channel or to a chat.
actionbyintegromatSend a channel message
Send a Message to a selected channel
actionbyautomateio
Apps you need
QuickBooks Online alternatives
Microsoft Teams
Online service for video and web conferencing, meetings, calls, and collaboration from Microsoft
Microsoft Teams is the ultimate workspace that seamlessly combines workplace chat, file storage, video meetings, and app integration. Boost your team's engagement and performance like never before.
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.
