Hello QuickBooks Community!
QuickBooks, known for its powerful accounting solutions, and we find solution to integrate it with WhatsApp through TimelinesAI. I'd like to share this discovery with you, as it enables automatic reminders to customers via WhatsApp.
How to Set Up Automated WhatsApp Notifications:
1. Log in to your Zapier account and go to the "Zaps" tab.
2. Click on "Make a Zap" to start creating a new automation workflow.
3. Choose QuickBooks as the trigger app and select "New Invoice" as the trigger event.
4. Connect your QuickBooks account to Zapier to access your invoice data.
5. Select TimelinesAI as the action app and choose "Send new message to new chat" as the action event.
6. Customize the WhatsApp message template with relevant invoice details.
7. Save and activate your Zap.
By automating WhatsApp notifications for QuickBooks invoices, you can:
- Eliminate delays associated with manual notification methods.
- Free up time for staff to focus on more strategic activities by automating repetitive tasks.
Please provide your use-cases for using WhatsApp with QuickBooks. What other use cases for WhatsApp and QuickBooks integration have you considered?
