Integrating Colligso TextIn with QuickBooks Online by AI Agents and Assistants

Triggers whenevver a new account is added.

Triggers every time a new bill is added.

Triggers when you add a new customer.

Triggers whenever you add a new estimate.

Triggers every time you add a new invoice.

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

Triggers every time you add a new product.

Triggers every time a new purchase order is added.

Triggers whenever a new sales receipt is added.

Triggers every time a new vendor is added.

Triggers every time you update a invoice

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 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 opt-in for marketing

Adds a new customer.

Adds a new invoice (with line item support).

Create a item

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

Refresh an existing invoice (with line item support).