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
- A new receipt is created in Quickbooks
- Zapier sends receipt data to your Wordsmith template
- Wordsmith creates a narrative
- Zapier sends narrative to Gmail and sends to your customer
- Quickbooks Online
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Triggers when you receive a new email that matches a search string you provide.
Create (but do not send) a new email message.
Triggers when you receive a new email and label it within two days.
Create and send a new email message.
Triggers when you receive a new attachment (triggers once per attachment).
Adds a new customer.
Triggers when you receive a new email and star it within two days.
Adds a new sales receipt (with line item support).
Triggers when a new thread starts.
Adds a new invoice (with line item support).