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Create personalized receipts for new QuickBooks sales with Wordsmith and email them to customers

  1. When this happensStep 1: New Sales Receipt

  2. Then do thisStep 2: Create Narrative

  3. Then do thisStep 3: Send Email

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.

How this Quickbooks-Wordsmith integration works

  1. A new receipt is created in Quickbooks
  2. Zapier sends receipt data to your Wordsmith template
  3. Wordsmith creates a narrative
  4. Zapier sends narrative to Gmail and sends to your customer

Apps involved

  • Quickbooks Online
  • Wordsmith
  • Gmail
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Connect Gmail + QuickBooks Online in Minutes

It's easy to connect Gmail + QuickBooks Online and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Attachment

Triggers when you receive a new attachment (triggers once per attachment).

New Labeled Email

Triggers when you receive a new email and label it within two days.

New Email Matching Search

Triggers when you receive a new email that matches a search string you provide.

New Thread

Triggers when a new thread starts.

Create Bill (Account Based)

Create a new bill, optionally tied to a customer (with line item support).

New Label

Triggers when you add a new label.

New Email

Triggers when a new e-mail appears in the specified mailbox.

New Starred Email

Triggers when you receive a new email and star it within two days.

Create Bill (Item Based)

Create a new bill, optionally tied to a customer.

Create Bill (Item Based)

Create a new bill, optionally tied to a customer (with line item support).

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