Full list

Supported Triggers & Actions

Everything you can automate between QuickBooks and Slack.

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New Message in Channels

New Message in Channels

Runs when a new message is received in a specific Slack channel. You can select which channel to monitor.

New User Joined or Updated in Your Org

New User Joined or Updated in Your Org

Triggers when a new user join workspace.

New Message on Slack

New Message on Slack

Runs when a new message is posted anywhere in Slack — across all channels and direct messages. No channel filter applied.

Do thisActions

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

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.

Get Customer Balance

Get Customer Balance

Get a list of Customer Balance.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Learn by building automations

Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

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Video 1

Learn how to automate QuickBooks and Slack workflows.

Video 2

Learn how to automate QuickBooks and Slack workflows.

Video 3

Learn how to automate QuickBooks and Slack workflows.

Video 4

Learn how to automate QuickBooks and Slack workflows.

Video 5

Learn how to automate QuickBooks and Slack workflows.

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Integrations QuickBooks
QuickBooks + Slack
QuickBooks logo

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 more
Integrations Slack
Slack + QuickBooks
Slack logo

About Slack

Slack is an AI-powered work platform for team communication, collaboration, project coordination, and workflow automation. It helps organizations centralize conversations, share files, manage channels, and integrate tools to keep work moving in one place.

Learn more

Frequently Asked Questions

How do I connect QuickBooks and Slack?

Sign up for a free viaSocket account, then authorize both your QuickBooks and Slack accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between QuickBooks and Slack as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from QuickBooks to Slack?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Slack. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where QuickBooks triggers actions in Slack, and a separate workflow where Slack triggers actions in QuickBooks. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between QuickBooks and Slack. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire QuickBooks and Slack integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.