An automated workflow using integromat
Connects QuickBooks Online + Slack
Instantly send new invoices 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 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 Slack 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 these actions happen in Slack and Slack
Download an Invoice in QuickBooks Online
Downloads an invoice.
Upload a File in Slack
Creates or uploads a file.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Instantly send new invoices 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 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 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
Choose the following trigger: New Event (Triggers when a new event is created.).
Then set up an Action for QuickBooks Online
Choose this action: Download an Invoice (Downloads an invoice.).
Then set up another Action for Slack
Choose this action: Upload a File (Creates or uploads a file.).
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 Slack.
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 Instantly send new invoices in QuickBooks to Slack!
Supported triggers and actions
New message in channels (instant)
New message in channels (instant)
triggerbypipedreamNew message posted to channel
Triggers when a new message is posted to a specific #channel you choose.
triggerbyzapierNew saved message
Triggers when you save a message.
triggerbyzapierNew pushed message
Triggers when you click the "Push to Zapier" button from a message in Slack.
triggerbyzapierNew user
Triggers when a new Slack user is created / first joins your org.
triggerbyzapierpabbly-connectNew mention
Triggers when a username or highlight word is mentioned in a public #channel.
triggerbyzapier
Create customer
Adds a new customer.
actionbyzapierintegratelypipedreamCreate invoice
Adds a new invoice to customer by name.
actionbyzapierintegratelypipedreamCreate sales receipt
Adds a new sales receipt (with line item support).
actionbyzapierintegratelyCreate payment
Creates a new payment, optionally linked to an invoice.
actionbyzapierintegratelypipedreamCreate bill
Create bill
actionbyintegratelypipedreamSend invoice
Send an existing invoice.
actionbyzapierautomateio
Apps you need
QuickBooks Online alternatives
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 (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.
