Planning Pod integration with QuickBooks Online
How to Add new Planning Pod invoices to Quickbooks online
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 "Add new Planning Pod invoices to Quickbooks online" 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 Planning Pod integrations
Planning Pod actions
Nekton can use any feature that is available in Planning Pod API.
Using our advanced AI, you can easily create custom automations for Planning Pod.
Here are some typical actions you can do in your automated workflows.
Create Lead
Creates a new lead.
Create Contact
Creates a new contact.
New Appointment
Triggers when a new appointment is created in the calendar.
New Contact
Triggers when a new contact is created.
New Deposit
Triggers when a new deposit is created.
New Invoice Payment
Triggers when a new payment is created for an invoice.
About Planning Pod
Planning Pod is an event management platform designed for event venues and planning professionals to keep you and your team organized and to centralize your event details.