Connect Appcues and QuickBooks to Build Intelligent Automations
Choose a Trigger
When this happens...
New Flow
New Segment
New Checklist
New Banner
New Mobile Experiences
New Pins
New Launchpad
Choose an Action
Automatically do this!
Create Payment
Create Department
Create Invoice
Create Account
Get BalanceSheet Report
Get Customer Balance
Get Customer Income
Ready to use Appcues and QuickBooks automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Flow
Retrieve Appcues flows created within the last specified number of minutes.
New Segment
Fetch segments created within the specified number of minutes.
New Checklist
Retrieve checklists created within the specified recent time window for the connected Appcues account.
New Banner
Retrieve Appcues banners created within the past specified minutes for the connected account.
New Mobile Experiences
Fetch mobile experiences created in the last 24 hours for the connected Appcues account.
New Pins
Retrieve Appcues pins created within the specified recent time window (e.g., last N minutes).
Do thisActions
Action is the task that follows automatically within your Appcues integrations.
Update a Segment
Update the name and/or description of an existing Appcues segment using its segment ID.
Create Segment
Creates a new segment.
Unpublish a Flow
Unpublish the selected flow so it is no longer active or visible to users.
Publish a Flow
Publish the specified Appcues flow to make it live for the account.
Update a Group Profile
Updates the profile attributes for the selected group.
Update a User Profile
Updates the profile attributes for the selected user.
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Frequently Asked Questions
To start, connect both your Appcues and QuickBooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Appcues triggers actions in QuickBooks (or vice versa).
Absolutely. You can customize how Appcues 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.
The data sync between Appcues and QuickBooks typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Appcues 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.
About Appcues
Appcues is a powerful user onboarding and product adoption platform offering multi-channel messaging and actionable insights. It integrates in-app experiences, emails, and push notifications, customized to your brand, to create tailored, automated journeys that boost engagement. With no-code user tracking and activity-based triggers, Appcues ensures precise, timely communication. Detailed insights and reporting tools help measure message performance, track trends, and optimize engagement through A/B testing, improving key metrics like activation and retention.
Learn MoreAbout 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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