Boathouse Connect integration with QuickBooks Online
How to Create credit memos in QuickBooks Online from new Boathouse Connect user credits
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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create credit memos in QuickBooks Online from new Boathouse Connect user credits" and then click on "Automate".
-
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 Boathouse Connect integrations
Boathouse Connect actions
Nekton can use any feature that is available in Boathouse Connect API.
Using our advanced AI, you can easily create custom automations for Boathouse Connect.
Here are some typical actions you can do in your automated workflows.
New User Pre-Authorization
Pre-Authorize a user to join your organization when they create a Boathouse Connect account.
New Equipment Issue
Triggers when a new equipment issue is logged either by post-practice surveys or by manually reporting the issue.
New User Account Charge
Triggers when a new charge is created for one of your users.
New Join Request
Triggers when there is a new join request for the organization.
New Organization User
Triggers when a new user joins your organization.
New Practice Created
Triggers when a new practice is created.
About Boathouse Connect
Manage your rowing organization from one place. From practice lineups to equipment to communication, Boathouse Connect can do it all