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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new invoice is created.
Triggers when a new customer is added.
Triggers when a new bill is created.
Action is the task that follows automatically within your Doubletick integrations.
Send a WhatsApp Message to a Contact
Send WhatsApp Media Message
Send a pre-approved whatsapp message template to a contact
Create a new group by group name
Add a new member to a group
Delete an existing group by group ID

Reconnect QuickBooks with viaSocket effortlessly. Explore our detailed instructions and tips to ensure smooth integration and improved financial management.

Streamline your invoicing process with viaSocket. Experience efficiency and accuracy in billing, ensuring timely payments and improved cash flow.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
To start, connect both your Doubletick and QuickBooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Doubletick triggers actions in QuickBooks (or vice versa).
Absolutely. You can customize how Doubletick 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 Doubletick 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 Doubletick 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.
Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.
Learn MoreQuickBooks 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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