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Gmail + QuickBooks Online + Wordsmith

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.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Sales Receipt

    Triggered when a new sales receipt is added (with line item support).

    TriggerScheduled
  2. automatically do this...
    WordsmithWordsmith
    Create Narrative

    Creates a narrative based on the data that you send.

    ActionWrite
  3. then do this!
    GmailGmail
    Send Email

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

    ActionWrite
Start free with email
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Supported triggers and actions

What does this mean?
  • QuickBooks Online triggers, actions, and search

    New Account

    Triggered when you add a new account.

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search

    New Invoice

    Triggered when you add a new invoice (with line item support).

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search

    New Sales Receipt

    Triggered when a new sales receipt is added (with line item support).

    Trigger
    Scheduled
    Try It
gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn moreHelp

Related categories

  • Email
  • Google

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About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

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About Wordsmith

Wordsmith automatically turns data into articles and reports so you can generate personalized messages in real time for any audience.

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