New Trigger! New Invoice Due Trigger is live

We’re excited to announce a brand new trigger for QuickBooks Online: the New Invoice Due trigger! This trigger fires whenever an invoice is due, helping you stay on top of your billing and collections.

What This Means for You:

• Proactive Invoice Management: Automatically follow up with clients when invoices are due, ensuring timely payments.
• Improved Cash Flow: Use the trigger to automate reminders, reducing delays in payment collections.
• Streamlined Operations: Integrate this trigger with other tools to automate your entire invoicing workflow.

Use Cases Enhanced by This Feature:

• Automated Payment Reminders: Set up a Zap to send an email or SMS reminder to clients when their invoice is due.
• Task Management Integration: Create a task in your project management tool to follow up on due invoices.
• CRM Updates: Automatically update your CRM to mark invoices as due, keeping your sales team informed.

New Feature! Deposit Account Selection in Create Invoice is Live

We're excited to announce that you can now select a specific deposit account when creating an invoice in QuickBooks Online using the Create Invoice action. The new depositToAccountRef field lets you streamline your accounting processes by specifying exactly where payments should be deposited.

What This Means for You:

• Greater Control: Choose the exact account where funds from your invoices will be deposited, all within your Zap.
• Streamlined Accounting: Simplify your workflow by automatically assigning the correct deposit account, reducing manual entry and errors.
• Enhanced Automation: Boost your automation game with more precise financial management in your QuickBooks Online integration.

Use Cases Enhanced by This Feature:

• Custom Payment Routing: Automatically direct payments from different clients to specific bank accounts based on invoice details.
• Project-Based Accounting: Assign different deposit accounts for various projects or departments, ensuring funds are managed correctly.
• Client Segmentation: If you manage multiple clients, set up Zaps that route their payments to designated accounts, making reconciliation a breeze.