Integrating QuickBooks Online with Colligso TextIn by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between QuickBooks Online and Colligso TextIn
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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.
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.
Integrations for Colligso TextInIt's easy to connect QuickBooks Online + Colligso TextIn without coding knowledge. Start creating your own business flow.
- Triggers
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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 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).
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Create CustomerImport 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.
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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.
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Get Permission
Get opt-in for marketing
How QuickBooks Online & Colligso TextIn Integrations Work
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Step 1: Choose QuickBooks Online 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 Colligso TextIn 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 QuickBooks Online to Colligso TextIn.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.