Vism integration with QuickBooks Online
How to Create QuickBooks Online invoices for newly approved Vism jobs
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 QuickBooks Online invoices for newly approved Vism jobs" 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 Vism integrations
Vism actions
Nekton can use any feature that is available in Vism API.
Using our advanced AI, you can easily create custom automations for Vism.
Here are some typical actions you can do in your automated workflows.
New Job in Awaiting Resource Status
Triggers when a new job is created with Awaiting Resource status.
Job Status Change From Draft to Awaiting Resource
Triggers when a job is updated from Draft to Awaiting Resource status
New Job With Draft Status
Triggers when a new job is created with Draft status
Job Status Change to Approved
Triggers when a job is updated to Approved status.
About Vism
Vism is a project management & collaboration tool for print & signage companies.