Bloom integration with QuickBooks Online
How to Create sales receipts in QuickBooks Online for new Bloom digital payments
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create sales receipts in QuickBooks Online for new Bloom digital payments" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Bloom integrations
Bloom actions
Nekton can use any feature that is available in Bloom API.
Using our advanced AI, you can easily create custom automations for Bloom.
Here are some typical actions you can do in your automated workflows.
Contract Is Countersigned
Triggers when a new contract countersigned
Form Completed
Triggers when a new form is completed.
New Digital Payment
Triggers when a new payment is received.
New Project
Triggers when a new project is created.
Contract Signed
Triggers when a new contract signed.
New Contact
Triggers when a new contact is created.
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