Automatically send a Quickbooks invoice at the end of a client meeting
Other popular QuickBooks Online workflows and automations
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Record new payments in Google Sheets
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If a new invoice is created, then Post a message to a Slack channel
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Create a new customer from an FB lead
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Send a notification when there is a new customer
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Add sales receipt from Google Spreadsheet to Quickbooks
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Create a new Todoist taks for new customers
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Create an invoice for new Shippo customers
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When I receive a payment in Quickbooks, post to a Slack Channel
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Create your own QuickBooks Online and SkootEco workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
15 triggers, queries, and actions
A New Allocation Has Been Logged
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new allocation activity has been logged
New customer
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new customer.
New invoice
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new invoice is created.
New payment
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new payment is created.
Find customer
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns Quickbooks Online customers.
Get your Impact
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the latest impact summary you have made on the SkootEco platform, such as the number of trees, plastic and offset made.
Allocate Bundle
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will allocate a custom selection of trees, plastic and offset.
Collect a Bottle
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will collect a bottle to log to your profile
Create customer
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a customer.
Create invoice
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a Quickbooks Online invoice.
Create sales receipt
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a sales receipt.
Offset Carbon
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will offset a set number of CO2 and log to your profile
Plant a Tree
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will plant a tree to your profile
Plant Trees
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will plant a set number of trees to your profile
Recover Bottles
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will recover a set number of plastic bottles from the ocean to be displayed on your profile
A New Allocation Has Been Logged
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new allocation activity has been logged
Allocate Bundle
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will allocate a custom selection of trees, plastic and offset.
Collect a Bottle
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will collect a bottle to log to your profile
Create customer
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a customer.
Create invoice
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a Quickbooks Online invoice.
Create sales receipt
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a sales receipt.
Find customer
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns Quickbooks Online customers.
Get your Impact
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the latest impact summary you have made on the SkootEco platform, such as the number of trees, plastic and offset made.
New customer
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when there is a new customer.
New invoice
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new invoice is created.
New payment
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new payment is created.
Offset Carbon
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will offset a set number of CO2 and log to your profile
Build an automation in seconds!
If
Select a trigger the automation will use
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the next step!
GET STARTED
How to connect to a QuickBooks Online automation
Find an automation using QuickBooks Online
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Securely connect the Applet services to your respective accounts.Finalize and customize your Applet
Review trigger and action settings, and click connect. Simple as that!Upgrade your automations with
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More on QuickBooks Online and SkootEco
About QuickBooks Online
Take control of your business by saving time on bookkeeping and paperwork with QuickBooks Online.
QuickBooks Online is designed to help you manage your business finances with ease. Grow your business effortlessly with our all-in-one online business software.
Take control of your business by saving time on bookkeeping and paperwork with QuickBooks Online.
QuickBooks Online is designed to help you manage your business finances with ease. Grow your business effortlessly with our all-in-one online business software.
About SkootEco
SkootEco is an award-winning Top 5% B Corp, helping businesses embed sustainability into their operations through ESG-led solutions.
SkootEco is an award-winning Top 5% B Corp, helping businesses embed sustainability into their operations through ESG-led solutions.