Integrate QuickBooks Online with WhatsApp Cloud API Using Pabbly Connect

Learn how to automate notifications for new bills in QuickBooks Online with WhatsApp Cloud API using Pabbly Connect. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To start automating notifications for new bills in QuickBooks Online, you need to access Pabbly Connect. First, visit the dashboard of Pabbly Connect by signing up for a free account at Pabbly.com/connect. Once signed up, you will have access to 100 free automation tasks each month.

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. You can name your workflow something relevant, such as ‘QuickBooks to WhatsApp Automation’. This will set the stage for creating your integration.

2. Creating the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select QuickBooks Online as your trigger application. The trigger event you want is ‘New Bill’, which activates the workflow whenever a new bill is created in QuickBooks.

• Choose QuickBooks Online from the app list.
• Select the trigger event ‘New Bill’.
• Click on ‘Connect’ and select ‘Add New Connection’.

Once connected, Pabbly Connect will check for new bills every 8 hours. This ensures that notifications are sent promptly when a new bill is created in QuickBooks.

3. Creating a Bill in QuickBooks

Now that the trigger is set, you can create a new bill in QuickBooks to test the integration. Go to your QuickBooks dashboard and click on the ‘New’ button, then select ‘Bill’. Fill in the required details, such as vendor information, due date, and any tags related to the bill.

For example, create a bill for a vendor called ‘Magnet Brains’ with details like:

• Due Date: 30th of July
• Tag: New Cameras
• Amount: $50000

After saving the bill, go back to Pabbly Connect and click on ‘Save and Send Test Request’ to confirm that the integration is working as expected.

4. Sending WhatsApp Notifications via Pabbly Connect

The next step involves setting up WhatsApp as the action application in Pabbly Connect. Select WhatsApp Cloud API, and choose the action event ‘Send Template Message’. This is where you will configure the message that will be sent to the designated WhatsApp number.

To connect with WhatsApp, select ‘Add New Connection’ and enter your WhatsApp Cloud API credentials, including:

Permanent Access Token Phone Number ID Business Account ID

>Once connected, you can select the message template you created for bill notifications. Make sure to fill in the recipient’s WhatsApp number and map the required fields from the QuickBooks bill data to personalize the message.

5. Testing the Integration in Pabbly Connect

With everything set up, it’s time to test your integration in Pabbly Connect. Click on ‘Save and Send Test Request’ after filling in the necessary fields for the WhatsApp message. You should receive a notification on WhatsApp with details about the newly created bill.

The test message will display essential information, such as:

Recipient Name Product Name Total Amount Due Date

>Once confirmed, your workflow will automatically send WhatsApp notifications for every new bill created in QuickBooks, streamlining your billing process.

Conclusion

In conclusion, integrating QuickBooks Online with WhatsApp Cloud API using Pabbly Connect allows for seamless notifications about new bills. This automation saves time and enhances communication efficiency. Start using Pabbly Connect today to automate your workflows effortlessly!