Here’s how to do it:
- Select the trigger event that will start your automated workflow sequence.
- Integrate 'QuickBooks Online' to streamline your financial data automation.
- Specify which app event will initiate your automated workflow.
- Complete your automation setup by connecting your QuickBooks account.
- Click 'Test trigger'.
- Connect 'AppSheet' to extend your automation capabilities with custom mobile apps.
- Select the specific QuickBooks action that will trigger your workflow.
- Connect your AppSheet account.
- Map the customer reference data to maintain consistent client information.
- Click 'Test step' to connect your business applications to create a seamless information flow.
- Click 'Publish' to set up your data mapping to ensure information flows correctly between apps.