Automate anything with quickbooks & way-we-do Integrations!

When this happens

Triggers

quickbooks
New Invoice

Triggers when a new invoice is created.

quickbooks
New Customer

Triggers when a new customer is added.

quickbooks
New Bill

Triggers when a new bill is created.

way-we-do
New Comment

Triggers when a new comment is added to a checklist.

way-we-do
Checklist Started

Triggers when a checklist instance is started.

way-we-do
Checklist Step Completed

Triggers when a checklist instance step is completed.

way-we-do
Procedure Accepted

Triggers when a procedure has been accepted.

way-we-do
Supervisor SignOff Invite

Triggers when a supervisor is invited for signoff.

way-we-do
Checklist Finished

Triggers when a checklist instance is finished.

Do this

Actions

quickbooks
Create Payment

Records a new payment transaction.

quickbooks
Create Department

Creates a new department

quickbooks
Get Department

Get details of a department

quickbooks
Create Invoice

Creates a new invoice

quickbooks
Get Bills

Get list of all bills

Frequently Asked Questions

How do you map data in viaSocket workflows?

Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.

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How does viaSocket handle errors or exceptions in automated workflows?

viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.

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Is it possible to customize automated workflows according to my business needs?

Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.

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What happens if one of the connected apps changes its API or functionality?

viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.

Way We Do
About Way We Do

Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.

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.

Integrations run at

viasocket