CaptainBook.io integration with QuickBooks Online
How to Create QuickBooks Online customers and sales receipts from new CaptainBook.io transactions
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 QuickBooks Online customers and sales receipts from new CaptainBook.io transactions" 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 CaptainBook.io integrations
CaptainBook.io actions
Nekton can use any feature that is available in CaptainBook.io API.
Using our advanced AI, you can easily create custom automations for CaptainBook.io.
Here are some typical actions you can do in your automated workflows.
Canceled Booking
Triggers when a booking is canceled.
New Customer
Triggers when a customer is created in your workspace.
Updated Booking
Triggers when a booking is updated (when a reservation is confirmed for example, or any change to a booking).
New Booking
Triggers when a booking is received.
New Transaction
Triggers when a new transaction is created.
About CaptainBook.io
CaptainBook.io is a booking and ticketing software for travel tours and experience companies.