Create personalized receipts for new QuickBooks sales with Wordsmith and email them to customers
Customer transactions are a significant event for both you and your customers. You can send customers a traditional, static receipt or show your appreciation with a personalized message. With this integration, you can send receipt data to Wordsmith and create custom content to send to each customer. This content can be a specially formatted receipt or a personalized email. You could also send a short summary of each receipt internally to share with your team.
Customer transactions are a significant event for both you and your customers. You can send customers a traditional, static receipt or show your appreciation with a personalized message. With this integration, you can send receipt data to Wordsmith and create custom content to send to each customer. This content can be a specially formatted receipt or a personalized email. You could also send a short summary of each receipt internally to share with your team.
- When this happens...New Sales Receipt
Triggered when a new sales receipt is added (with line item support).
- automatically do this...Create Narrative
Creates a narrative based on the data that you send.
- then do this!Send Email
Triggers when a new e-mail appears in the specified mailbox.
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