Integrating Intercom with QuickBooks Online by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Intercom and QuickBooks Online
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Intercom is a customer communication platform built for business, used by many businesses from small start-ups to global enterprises. It enables targeted communication with customers on your website, inside your web and mobile apps, and by e-mail.
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.
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It's easy to connect Intercom + QuickBooks Online without coding knowledge. Start creating your own business flow.
- Triggers
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New Closed ConversationTriggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).
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New Conversation
Triggers when a new conversation is created by a user in Intercom.
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New Lead
Triggers when a new Lead is created.
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New User
Triggers when a new user is created.
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New AccountTriggers whenevver a new account is added.
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New Bill
Triggers every time a new bill is added.
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New Customer
Triggers when you add a new customer.
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New Estimate
Triggers whenever you add a new estimate.
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New Invoice
Triggers every time you add a new invoice.
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New Payment
Triggers everytime a payment is received (with line item support).
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New Product
Triggers every time you add a new product.
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New Purchase Order
Triggers every time a new purchase order is added.
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New Sales Receipt
Triggers whenever a new sales receipt is added.
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New Vendor
Triggers every time a new vendor is added.
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Updated Invoice
Triggers every time you update a invoice
- Actions
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Create/Update Lead
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
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Create/Update User
Update a user within Intercom given their e-mail address.
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Send Incoming Message
Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.
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Create Customer
Adds a new customer.
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Create Invoice
Adds a new invoice (with line item support).
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Create Item
Create a item
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Create Sales Receipt
Adds a new sales receipt (with line item support).
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Update Invoice
Refresh an existing invoice (with line item support).
How Intercom & QuickBooks Online Integrations Work
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Step 1: Choose Intercom as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick QuickBooks Online as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Intercom to QuickBooks Online.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.