Connect DragApp and QuickBooks to Build Intelligent Automations

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DragApp

When this happens...

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QuickBooks

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task Cards

New Task Cards

Retrieves task cards created in the selected board column within the specified time window.

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 DragApp

Do thisActions

Action is the task that follows automatically within your DragApp integrations.

Create Card

Create Card

Add a new card to a Drag board using title and column; optionally include note, comment, tag, assignee, and subtasks.

Add Card Comment

Add Card Comment

Add a comment to the card (found by title) in the selected board and column.

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.

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Frequently Asked Questions

How do I start an integration between DragApp and QuickBooks?

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

Can we customize how data from DragApp is recorded in QuickBooks?

Absolutely. You can customize how DragApp 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 DragApp and QuickBooks?

The data sync between DragApp 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 DragApp 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 DragApp and QuickBooks?

Yes, you can set conditional logic to control the flow of data between DragApp 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.

DragApp

About DragApp

Drag turns Gmail into a Team Workspace to manage Helpdesk, CRM, tasks and other workflows from your inbox. Built for Google Workspace users.

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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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