QuickBooks Online + Slack

Create customers in QuickBooks Online from new messages posted to private channels in Slack

Stay organized and efficient with this workflow that connects Slack with QuickBooks Online. Whenever a new message is posted in a private Slack channel, a customer will be created in QuickBooks Online. This way, you can effortlessly manage client information and minimize manual data entry, streamlining your communication and accounting processes.

Stay organized and efficient with this workflow that connects Slack with QuickBooks Online. Whenever a new message is posted in a private Slack channel, a customer will be created in QuickBooks Online. This way, you can effortlessly manage client information and minimize manual data entry, streamlining your communication and accounting processes.

  1. When this happens...
    SlackSlack
    New Message Posted to Private Channel

    Triggers when a new message is posted to a specific #private-channel or multi-dm.

    TriggerInstant
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Customer

    Triggers when you add a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Trigger for Bot Messages?

    Trigger
    Instant
    Try It
    • ChannelRequired

    • Trigger for Bot Messages?

    Trigger
    Instant
    Try It
    • Channel

    • User Name

    • Shared

    Trigger
    Instant
    Try It
    • ChannelRequired

    • Trigger for Bot Messages?

    Trigger
    Instant
    Try It
  • Slack triggers, actions, and search

    New Channel

    Triggers when a new #channel is created.

    Trigger
    Instant
    Try It
    • Include Alias

    Trigger
    Instant
    Try It
    • User Name

    • Highlight Word

    • Trigger for Bot Messages?

    Trigger
    Instant
    Try It
    • Channel

    • Reaction

    • User

    Trigger
    Instant
    Try It
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About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
Learn more

Related categories

  • Accounting

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slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
Learn more

Related categories

  • Team Chat

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