QuickBooks Online integration with Wordsmith
How to Create personalized receipts for new QuickBooks sales with Wordsmith and email them to customers
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 "Create personalized receipts for new QuickBooks sales with Wordsmith and email them to customers" 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 Wordsmith integrations
Wordsmith actions
Nekton can use any feature that is available in Wordsmith API.
Using our advanced AI, you can easily create custom automations for Wordsmith.
Here are some typical actions you can do in your automated workflows.
Create Narrative
Creates a narrative based on the data that you send.
About Wordsmith
Wordsmith automatically turns data into articles and reports so you can generate personalized messages in real time for any audience.