An automated workflow using zapier
Connects QuickBooks Online + Dasheroo
Visualize QuickBooks payments in a Dasheroo dashboard
About this workflow template
This automation scenario allows you to connect QuickBooks Online and Dasheroo
It can be build using Zapier, a no-code workflow automation tool. Zapier 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
Diagram
How it works?
When this trigger fires in QuickBooks Online
New Payment in QuickBooks Online
Triggers when a payment is received (with line item support).
Then this action happens in Dasheroo
Send Data to Dasheroo in Dasheroo
Creates a line or area chart from the data sent to Dasheroo.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Visualize QuickBooks payments in a Dasheroo dashboard.
Part I
Configure Applications
First, we need to connect QuickBooks Online and Dasheroo 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 Dasheroo to Zapier.
Give Zapier access to your Dasheroo account, using Dasheroo 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 Payment (Triggers when a payment is received (with line item support).).
Then set up an Action for Dasheroo
Choose this action: Send Data to Dasheroo (Creates a line or area chart from the data sent to Dasheroo.).
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 Dasheroo.
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 Visualize QuickBooks payments in a Dasheroo dashboard!
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QuickBooks Online alternatives
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