All Slack integrationsIntegration

Slack and QuickBooks Online

Start a workflow in one and act in the other, with every step on the record. Ask your AI for it, or build it yourself.

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Slack steps
85
QuickBooks Online steps
86
template
1

Ideas for Slack and QuickBooks Online

Each one is a real trigger and action. Ask your AI for any of them, in your own words, and it builds the workflow.

  • WhenNew messageThenCreate a QuickBooks account
  • WhenNew QuickBooks customerThenSend message to channel
  • WhenChannel createdThenCreate a QuickBooks customer
  • WhenNew QuickBooks vendorThenSend direct message
  • WhenNew command in channelThenUpdate a QuickBooks customer
  • WhenNew QuickBooks invoiceThenCreate channel

Templates that use Slack and QuickBooks Online

Thank customers when they pay a QuickBooks invoice

Emails a thank-you when an invoice is paid, and tells Slack about payments of $10,000 or more.

What each app adds

Slack

Triggers

  • New messageRuns when a new message is posted in a Slack channel.
  • Channel createdRuns when a new Slack channel is created.
  • New command in channelRuns when a message in a Slack channel starts with a command word.
  • New mention in channelRuns when someone is mentioned in a Slack channel.
  • Reaction added to messageRuns when an emoji reaction is added to a Slack message.
  • Reaction removed from messageRuns when an emoji reaction is removed from a Slack message.

Actions

  • Send message to channelSend a message to a public or private Slack channel.
  • Send direct messageSend a direct message to a member.
  • List channelsList the Slack channels you can access, optionally hiding archived ones.
  • Create channelCreate a new public or private Slack channel.
  • Archive channelArchive a Slack channel.
  • Schedule messageSchedule a message to be posted at a future time.
See all 85 on the Slack page

QuickBooks Online

Triggers

  • New QuickBooks customerRuns when a customer is added in QuickBooks Online.
  • New QuickBooks vendorRuns when a vendor is added in QuickBooks Online.
  • New QuickBooks invoiceRuns when an invoice is created in QuickBooks Online.
  • QuickBooks invoice paidRuns when a customer payment pays off an invoice in QuickBooks Online.
  • New QuickBooks paymentRuns when a customer payment is recorded in QuickBooks Online.
  • New QuickBooks billRuns when a bill is entered in QuickBooks Online.

Actions

  • Get QuickBooks company infoRead the connected company's name, legal name, address, contact details, country and fiscal year start.
  • List QuickBooks accountsList accounts from the chart of accounts, optionally narrowed by type, classification or name. Returns one page; use start_position to get the next.
  • Create a QuickBooks accountAdd an account to the chart of accounts, such as a new bank account or expense category. QuickBooks accounts can't be deleted, only made inactive in QuickBooks.
  • List QuickBooks customersList customers, optionally narrowed by name, email or when they last changed. Returns one page; use start_position to get the next.
  • Get a QuickBooks customerRetrieve a single customer by ID from QuickBooks Online.
  • Create a QuickBooks customerCreate a new customer in QuickBooks Online.
See all 86 on the QuickBooks Online page

How to connect Slack and QuickBooks Online

  1. Connect your AI

    Add Lodol to Claude, ChatGPT, Cursor or any MCP tool in one step, or open the editor.

  2. Connect Slack and QuickBooks Online

    Sign in to each once in your workspace. Their keys are encrypted and used by name.

  3. Describe it, then turn it on

    Say what should happen, and when. Try a run, then turn it on; every run is traced.

Questions about Slack and QuickBooks Online

Yes. Connect each app once in your Lodol workspace and any workflow can use both: 79 actions and 6 triggers in Slack, and 79 actions and 7 triggers in QuickBooks Online.

Ask Claude, ChatGPT, Cursor or any AI tool connected to Lodol, in your own words, and it builds the workflow in your workspace. Or add the steps yourself in the visual editor, or start from one of the 1 template that already use both.

Free includes 100 runs a month. Builder starts at $18 a month for 2,500 runs and Pro at $120 for 10,000, and every plan has unlimited seats. A run counts once, however many steps it takes.

Connect Slack and QuickBooks Online.

Ask for it in Slack, Claude or ChatGPT. Lodol does it every time, and tells you if anything breaks.

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