
When this happens...
New Invoice
New Customer
New Bill

Automatically do this!
Issue Charge Refund
Create Charge
Create PIX QR Code
Create Pix Key
Create New Customer
List Charges
List Refunds
List PIX Keys
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new invoice is created.
Triggers when a new customer is added.
Triggers when a new bill is created.
Runs when new webhook event
Action is the task that follows automatically within your QuickBooks integrations.
Records a new payment transaction.
Creates a new department
Creates a new invoice.
Creates a new account.
Get a balanceSheet report.
Get a list of Customer Balance.

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To start, connect both your QuickBooks and Woovi accounts to viaSocket. Once connected, you can set up a workflow where an event in QuickBooks triggers actions in Woovi (or vice versa).
Absolutely. You can customize how QuickBooks data is recorded in Woovi. This includes choosing which data fields go into which fields of Woovi, setting up custom formats, and filtering out unwanted information.
The data sync between QuickBooks and Woovi 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 Woovi. 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.
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 MoreWoovi makes it easy to create instant payments — including charges, subscriptions, PIX payments, and webhooks. Build faster, simplify workflows, and increase your revenue with seamless Woovi automation in ViaSocket.
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