fieldd integration with QuickBooks Online
How to Find customers and invoices and create payments in QuickBooks Online from newly paid fieldd invoices
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 "Find customers and invoices and create payments in QuickBooks Online from newly paid fieldd invoices" 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 fieldd integrations
fieldd actions
Nekton can use any feature that is available in fieldd API.
Using our advanced AI, you can easily create custom automations for fieldd.
Here are some typical actions you can do in your automated workflows.
Mark Invoice Paid
Triggers when an invoice is marked paid.
New Customer
Triggers when a new customer is created.
New Sales Receipt
Triggers when a new cash or card sales receipt is created.
New Booking
Triggers when a new job is booked.
New Invoice
Triggers when a new invoice is created.
About fieldd
Fieldd enables companies to take control of their operations with our leading field service management software.