Connect touchSMS and QuickBooks to Build Intelligent Automations

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touchSMS

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QuickBooks

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New SMS Received

New SMS Received

Triggers when your touchSMS account receives a new SMS and provides the message details (sender, text, time).

New Invoice

New Invoice

Triggers when a new invoice is created.

New Customer

New Customer

Triggers when a new customer is added.

New Bill

New Bill

Triggers when a new bill is created.

Request a new Trigger for touchSMS

Do thisActions

Action is the task that follows automatically within your touchSMS integrations.

Create Contact

Create Contact

Add a new contact in touchSMS using a mobile number and optional details (first name, surname, email, group). Can update the contact if the number already exists.

Send SMS

Send SMS

Send a text message to the specified phone number using your approved sender ID.

Send Verification SMS

Send Verification SMS

Send an SMS verification code to a recipient using the touchSMS verification template.

Add Opt-Out Number

Add Opt-Out Number

Adds a mobile number to the touchSMS opt-out list to stop SMS delivery.

Create Payment

Create Payment

Records a new payment transaction.

Create Department

Create Department

Creates a new department

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Frequently Asked Questions

How do I start an integration between touchSMS and QuickBooks?

To start, connect both your touchSMS and QuickBooks accounts to viaSocket. Once connected, you can set up a workflow where an event in touchSMS triggers actions in QuickBooks (or vice versa).

Can we customize how data from touchSMS is recorded in QuickBooks?

Absolutely. You can customize how touchSMS 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.

How often does the data sync between touchSMS and QuickBooks?

The data sync between touchSMS and QuickBooks typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from touchSMS to QuickBooks?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between touchSMS and QuickBooks?

Yes, you can set conditional logic to control the flow of data between touchSMS 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.

touchSMS

About touchSMS

touchSMS is a simple app to send and receive SMS from any application.

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QuickBooks

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 More