QuickBooks and Twilio Integration

Explore Triggers and Actions

New Purchase Updated

Trigger new event when a purchase is updated.

Send Message

Send an SMS text with optional media files

Send SMS Verification

Send an SMS verification to a phone number

List Transcripts

Return a list of transcripts

Phone Number Lookup

Lookup information about a phone number

List Messages

Return a list of messages associated with your account

List Message Media

Return a list of media associated with your message

List Calls

Return a list of calls associated with your account

Get Transcripts

Retrieves full transcripts for the specified transcript SIDs

Get Message

Return details of a message

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 Twilio?

Our QuickBooks and Twilio integration empowers businesses to streamline their accounting workflows by enabling automated SMS notifications, payment reminders, and real-time updates directly from QuickBooks. This powerful connection helps you stay connected with clients, reduce late payments, and improve overall financial communication without manual effort.

Frequently asked questions

What benefits does integrating QuickBooks with Twilio offer?

The integration automates communication such as payment reminders and invoice notifications via SMS, improving customer engagement and reducing manual follow-ups.

How do I set up the QuickBooks and Twilio integration?

You can connect QuickBooks and Twilio through our platform by authenticating both accounts and configuring your preferred messaging workflows in just a few simple steps.

Can I customize the messages sent through Twilio from QuickBooks data?

Yes, you can personalize SMS templates using dynamic fields from QuickBooks, such as customer names, invoice amounts, and due dates to ensure relevant and timely communication.

Is my financial and customer data secure with this integration?

Absolutely. We use industry-standard encryption and comply with data protection regulations to ensure your QuickBooks and Twilio data remains safe and confidential.

Does this integration support multiple currencies and international phone numbers?

Yes, the integration supports QuickBooks multi-currency features and Twilio’s global messaging capabilities, allowing you to communicate with customers worldwide.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Quickbooks and Twilio?

Frequently asked questions

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