Connect QuickBooks and Maildrip to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice
New Customer
New Bill
Choose an Action
Automatically do this!
Create Campaign
Get All Campaign
Get a Campaign Details
Create a New Contact
Get All Groups
Add a New Recipient
Get a Recipient Details
Create an Instant Email
Create a New Opt-in page
Unpublish an Opt-in Page
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is added.
New Bill
Triggers when a new bill is created.
New Contact Group
Triggers when a new contact group is created.
Do thisActions
Action is the task that follows automatically within your QuickBooks integrations.
Create Payment
Records a new payment transaction.
Create Department
Creates a new department
Create Invoice
Creates a new invoice.
Create Account
Creates a new account.
Get BalanceSheet Report
Get a balanceSheet report.
Get Customer Balance
Get a list of Customer Balance.
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Frequently Asked Questions
To start, connect both your QuickBooks and Maildrip accounts to viaSocket. Once connected, you can set up a workflow where an event in QuickBooks triggers actions in Maildrip (or vice versa).
Absolutely. You can customize how QuickBooks data is recorded in Maildrip. This includes choosing which data fields go into which fields of Maildrip, setting up custom formats, and filtering out unwanted information.
The data sync between QuickBooks and Maildrip 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 QuickBooks and Maildrip. 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 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.
Learn MoreAbout Maildrip
Maildrip is an intuitive email marketing and automation platform designed to streamline communication with customers. It allows businesses to create personalized, automated email campaigns based on user behavior, driving better engagement and conversions. With powerful segmentation, detailed analytics, and easy-to-use email templates, Maildrip helps businesses effectively manage their email marketing efforts, saving time while enhancing customer experience. The platform integrates seamlessly with various apps and services, offering a complete solution for targeted, data-driven marketing.
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