Connect QuickBooks and Slack to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice
New Customer
New Bill
Choose an Action
Automatically do this!
Send Message
Set Status
Send Interactive messages
Send Block/buttons/Intractive message using AI
View_open BlockKit Modal using JSON
Chat_update slack block or message using messageTs
Send a Message as a Thread
Add Reminder
Create Channel
Set Channel Topic
Send Private Channel Message
Create Private Channel
Updates any Slack user’s profile
Edit Message
Find Public channel
Get Messages from Slack
Add User on Channel
Send Direct Message
Get all Channel Members
Get User Information by Id
Get User Information by Email
Get User Complete Profile Details by ID
Ready to use QuickBooks and Slack automations
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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 Message on a Channel
Triggers when new message was sent in a channel
New User Joined or Updated in Your Org
Triggers when a new user join workspace.
New message Posted
Triggers when a new message is posted on any slack channel.
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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Step by step guides to integrate QuickBooks and Slack
Frequently Asked Questions
To start, connect both your QuickBooks and Slack accounts to viaSocket. Once connected, you can set up a workflow where an event in QuickBooks triggers actions in Slack (or vice versa).
Absolutely. You can customize how QuickBooks data is recorded in Slack. This includes choosing which data fields go into which fields of Slack, setting up custom formats, and filtering out unwanted information.
The data sync between QuickBooks and Slack 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 Slack. 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 Slack
Slack is a team Communication Platform. Focused on chat, apps and working with bots.
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