Worksuite integration with QuickBooks Online
How to Create invoices in QuickBooks Online when new payments are approved in Worksuite
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 invoices in QuickBooks Online when new payments are approved in Worksuite" 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 Worksuite integrations
Worksuite actions
Nekton can use any feature that is available in Worksuite API.
Using our advanced AI, you can easily create custom automations for Worksuite.
Here are some typical actions you can do in your automated workflows.
Update Job Opening
Updates existing job opening.
Update Partner
Updates existing partner.
Create Project
Creates new project in Shortlist.
Change Payment Status
Changes status of the payment with specified Payment ID.
Find Partner
Finds partner in Shortlist.
Find Task
Finds task in Shortlist.
About Worksuite
Worksuite is one platform to hire, onboard, manage, and pay your freelancers and contractors.