QuickBooks and Slack Integration

Explore Triggers and Actions

New Customer Updated

Trigger new event when a customer is updated.

New Customer Created

Trigger new event when a new customer is created.

New Employee Created

Trigger new event when a new employee is created.

New Employee Updated

Trigger new event when an employee is updated.

New Invoice Created

Trigger new event when a new invoice is created.

New Invoice Updated

Trigger new event when an invoice is updated.

New Item Created

Trigger new event when a new item is created.

New Item Updated

Trigger new event when an item is updated.

New Purchase Created

Trigger new event when a new purchase is created.

Verify Slack Signature

Verify requests from Slack using a unique app secret

Upload File

Upload a file

Update Profile

Update basic profile field such as name or title

Update Message

Update a message

Update Groups Members

Update the list of users for a User Group

Set Status

Set the current status for a user

List Replies

Retrieve a thread of messages posted to a conversation

Send a Large Message (3000+ characters)

Send a large message (more than 3000 characters) to a channel, group or user

Set Channel Topic

Set the topic on a selected channel

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Quickbooks and Slack?

Our QuickBooks and Slack integration empowers your team to receive real-time financial updates, share invoices, track expenses, and manage accounting tasks directly within Slack. Stay informed and collaborate effortlessly without switching between platforms, boosting productivity and ensuring your financial data is always at your fingertips.

Frequently asked questions

What features are available with the QuickBooks and Slack integration?

You can receive instant notifications about invoices, payments, and expenses, share financial reports, create reminders for due payments, and collaborate on accounting tasks—all within Slack channels or direct messages.

How do I connect QuickBooks to Slack?

Simply authorize the integration by linking your QuickBooks account within the Slack app directory. Follow the prompts to authenticate and customize your notification preferences.

Is my financial data secure when using this integration?

Yes, the integration uses secure OAuth authentication and adheres to strict data privacy standards to ensure your financial information remains protected at all times.

Can I customize which QuickBooks notifications I receive in Slack?

Absolutely! You can tailor notifications by invoice status, payment updates, expense reports, and more to ensure your team only receives relevant information.

Does this integration support multiple QuickBooks companies or Slack workspaces?

Yes, you can connect multiple QuickBooks companies to different Slack workspaces, allowing teams to manage finances across various entities seamlessly.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Quickbooks and Slack?

Frequently asked questions

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