Gmail
When this happens...
QuickBooks OnlineNew Sales Receipt
do these tasks!
WordsmithCreate Narrative
GmailSend 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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It's easy to connect Gmail + QuickBooks Online and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Email Matching Search

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

Create Draft

Create (but do not send) a new email message.

New Labeled Email

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

Send Email

Create and send a new email message.

New Attachment

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

Create Customer

Adds a new customer.

New Starred Email

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

Create Sales Receipt

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

New Thread

Triggers when a new thread starts.

Create Invoice

Adds a new invoice (with line item support).

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

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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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