Integrate QuickBooks with Slack
Send information between QuickBooks and Slack automatically, without writing any code, using Zoho Flow.
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Send a notification to the team through Slack upon receiving a new payment in QuickBooks
Ensure your team always receives payment information promptly, without any delays or missing details. This flow will send a notification to a private channel in Slack each time a new payment is received in QuickBooks.
How it works
- The flow triggers when a payment is received in QuickBooks.
- Zoho Flow sends a message to the selected private channel in Slack.
Send a notification to the team through Slack upon receiving a new payment in QuickBooks
QuickBooks + Slack
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Supported triggers and actions
Integrate QuickBooks and Slack using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Non-inventory item created
Triggers when a non-inventory item is created
Service item updated
Triggers when any detail of an existing service item is updated
Customer updated
Triggers when any detail of an existing customer is updated
Invoice created
Triggers when a new invoice is created
Customer created
Triggers when a new customer is created
Non-inventory item updated
Triggers when any detail of an existing non-inventory item is updated
Vendor updated
Triggers when the details of an existing vendor are updated
Bill created
Triggers when a bill is created
Service item created
Triggers when a new service item is created
Account created
Triggers when a new account is created
Estimate created
Triggers when a new estimate is created
Deposit added
Triggers when a new deposit is added
Payment received
Triggers when a payment is received
Credit memo updated
Triggers when the details of an existing credit memo are updated
Purchase order created
Triggers when a new purchase order is created
Invoice updated
Triggers when the details of an existing invoice are updated
Vendor created
Triggers when a new vendor is created
Account updated
Triggers when an account is updated
Inventory item created
Triggers when an inventory item is created
Sales receipt created
Triggers when a new sales receipt is created
Estimate updated
Triggers when an estimate is updated
Sales receipt updated
Triggers when the details of an existing sales receipt are updated
Credit memo created
Triggers when a credit memo is created
Inventory item updated
Triggers when any detail of an existing inventory item is updated
User added
Triggers when a new user is added
Message posted to public channel
Triggers when a new message is posted to the selected public channel
Message posted to private channel
Triggers when a new message is posted to the selected private channel
Message starred
Triggers when a message is starred
Channel created
Triggers when a new channel is created
All Actions - Actions are the automated tasks
Create invoice
Creates a new invoice
Create vendor
Creates a new vendor
Create deposit
Creates a new deposit
Create sales receipt
Creates a new sales receipt
Create payment record
Creates a new payment record
Create bill - Account based
Creates a new account-based bill
Create account
Creates a new account
Create bill - Item based
Creates a new item-based bill
Create customer
Creates a new customer
Create inventory item
Creates a new inventory item
Create non-inventory item
Creates a new non-inventory item
Create estimate
Creates a new estimate
Create service item
Creates a new service item
Create credit memo
Creates a new credit memo
Create transfer
Creates a new transfer
Update item status
Updates the status of the specified item
Update estimate
Updates the estimate by ID
Update customer
Updates the details of an existing customer
Update account
Updates the details of an existing account using account ID
Update invoice
Updates the details of an invoice by ID
Fetch customer type
Fetches the details of a customer type by its name
Fetch vendor by name
Fetches the details of an existing vendor by name
Fetch sales term
Fetches the details of a sales term based on its name
Send sales receipt
Sends an existing sales receipt to the specified email address
Fetch item by SKU
Fetches the details of an existing item using SKU
Fetch deposit
Fetches the details of an existing deposit by its ID
Fetch payment method
Fetches a payment method based on its name
Fetch customer by ID
Fetches the details of an existing customer by ID
Fetch location
Fetches the details of an existing location by name
Fetch transfer
Fetches the details of a transfer based on its ID
Fetch account
Fetches an account by name
Send invoice
Sends an invoice to the specified email address
Fetch customer by name or email
Fetches the details of an existing customer by name or email address
Send estimate
Sends an existing estimate
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Fetch invoice
Fetches the details of an existing invoice by number
Fetch category
Fetches the details of an existing category by name
Fetch item
Fetches the details of an existing item by name
Send private channel message
Sends a message to the selected private channel
Set channel topic
Sets the topic for the selected channel
Fetch user - By name
Fetches the details of an existing user by name
Fetch user - By username
Fetches the details of an existing user by username
Create channel
Creates a new public channel
Create reminder
Creates a new reminder
Send direct message
Sends a direct message to the selected user
Update profile
Updates the profile information for the selected user
Send public channel message
Sends a message to the selected public channel
Fetch user - By ID
Fetches the details of an existing user by ID
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
What is Slack?
Slack is a messaging app for teams. You can create channels to organize conversations, search message history, and add notes and reminders.
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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CEO, Lakeside CNC Group
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