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.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1QuickBooks OnlineInvoice paid triggerStarts when a payment pays an invoice off in full.
If
invoice.emailis not empty- 2GmailSendThanks the customer for the payment.
- 2
If
invoice.totalis at least 10000- 3SlackSend messageTells the team about payments of $10,000 or more.
- 3
How it works
What happens on each run, in plain English.
A quick thank-you after a payment keeps customers happy and confirms you received it. When a payment pays off an invoice in QuickBooks, this emails the invoice's billing address a short thank-you with the amount paid.
Payments of $10,000 or more are also posted in Slack so the team can see them. If an invoice has no billing email, only the Slack post is made.
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