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Colligso TextIn + QuickBooks Online Integrations

Appy Pie Connect allows you to automate multiple workflows between Colligso TextIn and QuickBooks Online

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Colligso TextIn

Colligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses to engage directly with customers using text messaging (SMS) and landing pages.

About QuickBooks Online

Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.

QuickBooks Online Integrations
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Best ways to Integrate Colligso TextIn + QuickBooks Online

  • Colligso TextIn Colligso TextIn

    QuickBooks Online + Colligso TextIn

    Get Permission in textin when New Payment is created in QuickBooks Online Read More...
    Close
    When this happens...
    Colligso TextIn New Payment
     
    Then do this...
    Colligso TextIn Get Permission
  • Colligso TextIn Colligso TextIn

    QuickBooks Online + Colligso TextIn

    Create Customer to textin from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    Colligso TextIn New Payment
     
    Then do this...
    Colligso TextIn Create Customer
  • Colligso TextIn Colligso TextIn

    QuickBooks Online + Colligso TextIn

    Create Order to textin from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    Colligso TextIn New Payment
     
    Then do this...
    Colligso TextIn Create Order
  • Colligso TextIn Colligso TextIn

    QuickBooks Online + Colligso TextIn

    Get Permission in textin when New Estimate is created in QuickBooks Online Read More...
    Close
    When this happens...
    Colligso TextIn New Estimate
     
    Then do this...
    Colligso TextIn Get Permission
  • Colligso TextIn Colligso TextIn

    QuickBooks Online + Colligso TextIn

    Create Customer to textin from New Estimate in QuickBooks Online Read More...
    Close
    When this happens...
    Colligso TextIn New Estimate
     
    Then do this...
    Colligso TextIn Create Customer
  • Colligso TextIn {{item.actionAppName}}

    Colligso TextIn + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Colligso TextIn + QuickBooks Online in easier way

It's easy to connect Colligso TextIn + QuickBooks Online without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers whenevver a new account is added.

  • New Bill

    Triggers every time a new bill is added.

  • New Customer

    Triggers when you add a new customer.

  • New Estimate

    Triggers whenever you add a new estimate.

  • New Invoice

    Triggers every time you add a new invoice.

  • New Payment

    Triggers everytime a payment is received (with line item support).

  • New Purchase Order

    Triggers every time a new purchase order is added.

  • New Sales Receipt

    Triggers whenever a new sales receipt is added.

  • New Vendor

    Triggers every time a new vendor is added.

    Actions
  • Create Customer

    Import Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.

  • Create Order

    Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.

  • Get Permission

    Get opt-in for marketing

  • Create Customer

    Adds a new customer.

  • Create Invoice

    Adds a new invoice (with line item support).

  • Create Sales Receipt

    Adds a new sales receipt (with line item support).

  • Update Invoice

    Refresh an existing invoice (with line item support).

How Colligso TextIn & QuickBooks Online Integrations Work

  1. Step 1: Choose Colligso TextIn as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick QuickBooks Online as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Colligso TextIn to QuickBooks Online.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Colligso TextIn and QuickBooks Online

  • Cpligso TextIn?
  • Cpligso TextIn, a division of Cpligso, LLC, is a key component of a business’s success (Cpligso. It is a web-based software that allows users to send and receive messages through emails as well as a phone call. Messages can be sent in both English and Spanish, and the service is available 24/7.

    QuickBooks Online?

    QuickBooks Online is an online accounting software that allows a business to have access to all its financial information from any device. The user can access it from any computer or mobile phone with internet connection. It also allows the user to get free support from experts who are QuickBooks certified (Intuit.

  • Integration of Cpligso TextIn and QuickBooks Online
  • Integration of Cpligso TextIn and QuickBooks Online allows for optimal communication between teammates and clients. This integration will allow customers to speak to their clients in their language rather than in English during the sales process. This is essential because there are many businesses in California that cater to Spanish speaking population.

  • Benefits of Integration of Cpligso TextIn and QuickBooks Online
  • The benefits of integration of Cpligso TextIn and QuickBooks Online include:

    • Allows users to reach clients at any time; 24/7
    • Increases sales opportunities with clients and teammates alike
    • Provides a reliable way to communicate with teammates and clients
    • Provides free accountants from Intuit for help with quickbooks online training session if needed.
    • Reduces stress on teammate by allowing them to focus on more important tasks at hand rather than having to take tons and tons of phone calls.
    • Reduces stress on clients by allowing them to have their questions answered immediately without having to wait for someone on the other line.
    • Provides a sense of security for teammates and clients alike because they can feel that their question or problem will be addressed immediately.

    The integration of Cpligso TextIn and QuickBooks Online allows the user to increase his/her sales, decrease stress level for teammates and clients alike, and reduces sales leads to no response by providing immediate answers to questions and problems that arise throughout the day.

    The process to integrate Cpligso TextIn and QuickBooks Online may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.