Video not working? Try this link.

You can integrate KiSSFLOW with Quickbooks. For example, let’s say that you want to automatically generate an invoice after a sales order is approved. 

You can do this with a paid Zapier for Work account. Start off by connecting the Zap to the right automated process. In this example, it’s the Sales Order process. See our other videos to learn how to connect your KiSSFLOW account to Zapier and set up webhooks.

Add a filter to this Zap so that it only happens after a particular task is completed in the workflow. When you find the name of the step, enter it exactly as it shows in your workflow. If you ever change the name of this step, you’ll need to change it here too. I’ll choose the task, Sales Manager Approval.  

 When you connect your Zapier account to Quickbooks, you can create a new customer, create an invoice, create a sales receipt, and many other options. 

I’ll choose to create a new invoice. You can choose which customer this invoice should be assigned to, or set up a search tool. All of the other fields can be mapped to fields in your KiSSFLOW form such as billing email, invoice number, information from your line items like description, quantity, and price, and other information. 

Once the Zap is set up, make sure it is named and turned on.

Now, after the CEO approves a Sales Order, an invoice is automatically created in QuickBooks!

 

 

 

 

Did this answer your question?