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QuickBooks Online SMS Integration
This article will show you some of the ways you can integrate SMS software with QuickBooks Online. Automate tasks and accomplish more desired outcomes.
INTEGRATE QuickBooks Online
Send SMS with TextSpot
Connect QuickBooks Online to TextSpot for a seamless SMS integration.
QuickBooks Online SMS Integrations 101
To create an integration between QuickBooks Online and SMS software you need to understand the workflow that automates tasks: Triggers and Actions.
*When this happens...
Triggers
Triggers are the things that happen on QuickBooks Online or on your SMS software. They are the first step in automating a task. Triggers are the “if” statement.
*Automatically do this...
Actions
Actions are what happens after a trigger on QuickBooks Online or your SMS Software. Actions are the “then” statement of your automation.
Popular QuickBooks Online + SMS Software Integrations
- When a web form is submitted, a new customer is created in QuickBooks Online.
- When a customer texts a keyword like “invoice”, automatically send an invoice to the designated customer.
- When a credit memo is created in QuickBooks Online, a notification is sent via TextSpot to the customer, updating them about their credit.
Everything You Can Do with a QuickBooks Online SMS Integration
This is everything we know is possible when it comes to automating sending text messages with QuickBooks Online and other integrations that enhance the experience of working with QuickBooks Online.
When QuickBooks Online is the Trigger:
| When this happens in QuickBooks Online | Do this with SMS software... |
|---|---|
| New Account Created | Add/Update Contact, Add Contact to List |
| New Bill | Send a Message to Your Accounts Payable Team |
| New Bill Payment | Send a Message to the Vendor Acknowledging the Payment |
| New Credit Memo | Send a Message to the Credited |
When SMS software like TextSpot is the Trigger:
| When this happens in your SMS software... | Do this in QuickBooks Online |
|---|---|
| Web Form Sign Up | A New Customer is Created, Add a New Vendor, Trigger a Time Activity Entry |
| Keyword Detected in Message | Send an Invoice, or the Information Requested per the Keyword |
Integrate QuickBooks Online with TextSpot
Automate your QuickBooks Online SMS tasks. Create workflows, sync data, send text messages and more.