Connect 8x8 and QuickBooks to Build Intelligent Automations

Choose a Trigger

8x8

When this happens...

Choose an Action

QuickBooks

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New SMS Event

New SMS Event

Trigger's when any sms event occur.

New Invoice

New Invoice

Triggers when a new invoice is created.

New Customer

New Customer

Triggers when a new customer is added.

New Bill

New Bill

Triggers when a new bill is created.

Request a new Trigger for 8x8

Do thisActions

Action is the task that follows automatically within your 8x8 integrations.

Send SMS

Send SMS

Send a sms.

Create Payment

Create Payment

Records a new payment transaction.

Create Department

Create Department

Creates a new department

Create Invoice

Create Invoice

Creates a new invoice.

Create Account

Create Account

Creates a new account.

Get BalanceSheet Report

Get BalanceSheet Report

Get a balanceSheet report.

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Frequently Asked Questions

How do I start an integration between 8x8 and QuickBooks?

To start, connect both your 8x8 and QuickBooks accounts to viaSocket. Once connected, you can set up a workflow where an event in 8x8 triggers actions in QuickBooks (or vice versa).

Can we customize how data from 8x8 is recorded in QuickBooks?

Absolutely. You can customize how 8x8 data is recorded in QuickBooks. This includes choosing which data fields go into which fields of QuickBooks, setting up custom formats, and filtering out unwanted information.

How often does the data sync between 8x8 and QuickBooks?

The data sync between 8x8 and QuickBooks typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from 8x8 to QuickBooks?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between 8x8 and QuickBooks?

Yes, you can set conditional logic to control the flow of data between 8x8 and QuickBooks. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

8x8

About 8x8

8x8’s integrated communications platform as a service(CPaaS) providing SMS, Voice, Chat Apps and Video Interaction integrations

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QuickBooks

About QuickBooks

QuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.

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