Connect TimelinesAI and QuickBooks to Build Intelligent Automations
Choose a Trigger
When this happens...
New Uploaded File
New Whatsapp Account
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 TimelinesAI and QuickBooks automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Uploaded File
Triggers when new uploaded_file is created.
New Whatsapp Account
Triggers when new whatsapp_accounts is created.
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 TimelinesAI integrations.
Send Message to New Chat
Sends a message to a new chat.
Send Uploaded File to Existing Chat
Sends an uploaded file to an existing chat.
Send Message to Existing Chat
Sends a message to an already existing chat.
Find Whatsapp Account
Finds a specific WhatsApp account.
Close Chat
Closes an existing chat.
Find Uploaded File
Finds an uploaded file in the system.
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Frequently Asked Questions
To start, connect both your TimelinesAI and QuickBooks accounts to viaSocket. Once connected, you can set up a workflow where an event in TimelinesAI triggers actions in QuickBooks (or vice versa).
Absolutely. You can customize how TimelinesAI 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 TimelinesAI 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 TimelinesAI 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 TimelinesAI
TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.
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.
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