1.Monitors new invoice creation
Integrate QuickBooks Online to watch for new invoices and pull invoice-level data to power segmentation.
Add invoiced customers to marketing audiences and analytics
Automatically monitor new invoices across QuickBooks Online and marketing tools. Send invoice events to Mailchimp and push audience updates to Facebook Custom Audiences βso you can add customers to the right segments, enrich analytics, and activate targeting without manual list building.
How this automation activates your invoice based audiences
When new invoices stay siloed in accounting, targeting and measurement fall out of sync. This automation watches for new invoices, normalizes product lines, sends invoice events, posts measurement signals, and updates Facebook Custom Audiencesβso your team can segment faster.
QuickBooks Onlineor swap with your favorite app
2.Extracts and normalizes product line
Integrate Formatter by Zapier and lookup table logic to extract service tokens from line items to map service categories.
Formatter by Zapieror swap with your favorite app
3.Records invoice event on subscribers
Integrate Mailchimp to map billing email and invoice value into an invoice event, so analytics can attribute behavior.
Mailchimpor swap with your favorite app
4.Posts invoice signal to Measurement API
Integrate Webhooks by Zapier and measurement endpoints to post invoice value and product details to analytics.
Webhooks by Zapieror swap with your favorite app
5.Adds billing email to audience
Integrate Facebook Custom Audiences to add subscriber emails to audiences and optionally apply a value signal.
Facebook Custom Audiencesor swap with your favorite app
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