QuickBooks Online integration with Swell
How to Create Swell invites for new QuickBooks Online 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
-
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
Swell helps your business generate new reviews and generate feedback from customers.