Connect QuickBooks and SurveySparrow to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice
New Customer
New Bill
Choose an Action
Automatically do this!
Create Contact
Update Contact
Delete Contact by Email
Search Contact
Create User
Update User
Search User
Delete User
Create Contact List
Update Contact List
Search Contact List
Delete Contact List
Create Contact Property
Update Contact Property
Delete Contact Property
Create a Team
Create Survey Folder
Search Contact Property
Ready to use QuickBooks and SurveySparrow 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 Contact
Triggers when a new contact is created.
New User
Triggers when a new user is created.
New Contact List
Triggers when a new contact list 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 SurveySparrow accounts to viaSocket. Once connected, you can set up a workflow where an event in QuickBooks triggers actions in SurveySparrow (or vice versa).
Absolutely. You can customize how QuickBooks data is recorded in SurveySparrow. This includes choosing which data fields go into which fields of SurveySparrow, setting up custom formats, and filtering out unwanted information.
The data sync between QuickBooks and SurveySparrow 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 SurveySparrow. 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 SurveySparrow
SurveySparrow is a versatile survey platform that allows users to create engaging and interactive surveys. It offers a range of features to design, distribute, and analyze surveys, making it ideal for gathering feedback and insights from various audiences.
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