QuickBooks Online Swell QuickBooks Online integration with Swell

How to Create Swell invites for new QuickBooks Online invoices

  4.4/5 from 10 votes. About 5 minutes to complete.

Steps to automate

Use workflow automation service.
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 Swell invites for new QuickBooks Online invoices" 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 Swell integrations

Swell actions

Nekton can use any feature that is available in Swell API. Using our advanced AI, you can easily create custom automations for Swell. Here are some typical actions you can do in your automated workflows.
Create Contact
This action will create a contact in Swell.
Send Invite
This will create a contact and then send them a review invite.
Update Invitation
This will update a scheduled invitation with a new date and time.
Delete Invitation
Delete a scheduled invitation
Send a Text
This action will allow you to send a text template from your Swell account.

About Swell

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