Twilio + QuickBooks Integration | Automate Invoicing & Customer Communication

Explore Triggers and Actions

New Transcript Created

Emit new event when a new call transcript is created

New Incoming SMS (Instant)

Emit new event every time an SMS is sent to the phone number set

New Call (Instant)

Emit new event each time a call to the phone number is completed

New Recording

Emit new event when a new call recording is created

New Phone Number

Emit new event when you add a new phone number to your account

Search Invoices

Searches for invoices.

Create AP Aging Detail Report

Creates an AP aging report in Quickbooks Online.

Create Customer

Creates a customer.

Create Bill

Creates a bill.

Create Estimate

Creates an estimate.

Create Invoice

Creates an invoice.

Create Payment

Creates a payment.

Create Purchase Order

Creates a purchase order.

Create Profit and Loss Detail Report

Creates a profit and loss report in Quickbooks Online.

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 Twilio and Quickbooks?

Our Twilio and QuickBooks integration empowers businesses to automate invoicing, payment reminders, and customer communications by combining Twilio’s messaging and voice services with QuickBooks’ accounting platform. Enhance your workflow with real-time notifications, automated follow-ups, and improved customer engagement — all from a single unified system.

Frequently asked questions

What benefits does the Twilio and QuickBooks integration offer?

This integration automates communication workflows such as sending payment reminders, invoice notifications, and customer updates via SMS, voice calls, or email, reducing manual tasks and improving cash flow management.

How do I set up the integration between Twilio and QuickBooks?

You can connect Twilio and QuickBooks through our platform by authenticating both accounts and configuring your preferred communication triggers and templates. No coding is required, and setup typically takes just a few minutes.

Can I customize the messages sent through Twilio based on QuickBooks data?

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

Is my financial and communication data secure with this integration?

Absolutely. We use industry-standard encryption and comply with data protection regulations to safeguard your sensitive financial and communication information at all times.

Does this integration support multiple currencies and international customers?

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

Twilio and Quickbooks Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Twilio and Quickbooks?

Frequently asked questions

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