Connect snapADDY and QuickBooks to Build Intelligent Automations
Choose a Trigger
When this happens...
Get new contacts
Choose an Action
Automatically do this!
Create Payment
Create Department
Create Invoice
Create Account
Get BalanceSheet Report
Get Customer Balance
Get Customer Income
Ready to use snapADDY and QuickBooks automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Get new contacts
Retrieve contacts added to a specified contact list since the last run, returning the newest first.
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.
Do thisActions
Action is the task that follows automatically within your snapADDY integrations.
Create Contact Item
Add a new contact to a selected snapADDY contact list with personal, company, contact details, optional images, and custom fields.
Update contact
Update an existing contact in the selected SnapADDY contact list.
Retrieve contacts from contact list
Get all contacts in a contact list and optionally return only the fields you select.
Create Payment
Records a new payment transaction.
Create Department
Creates a new department
Create Invoice
Creates a new invoice.
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Frequently Asked Questions
To start, connect both your snapADDY and QuickBooks accounts to viaSocket. Once connected, you can set up a workflow where an event in snapADDY triggers actions in QuickBooks (or vice versa).
Absolutely. You can customize how snapADDY data is recorded in QuickBooks. This includes choosing which data fields go into which fields of QuickBooks, setting up custom formats, and filtering out unwanted information.
The data sync between snapADDY and QuickBooks 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 snapADDY and QuickBooks. 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 snapADDY
snapADDY is a powerful tool designed to streamline contact management and data collection processes. It helps businesses efficiently capture and organize contact information, making it easier to manage leads and customer relationships.
Learn MoreAbout 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
