A QuickBooks invoice event occurs
A QuickBooks invoice event occurs fires when a QuickBooks invoice event is detected for a contact — such as an invoice being created, sent, paid, or voided. Use this trigger to automate follow-ups, update CRM records, or notify team members based on invoice activity synced from QuickBooks.
This trigger requires an active QuickBooks integration connected to your Partner Center account.
Trigger scope
This trigger operates at the contact scope. Contact, company, and account actions are available downstream.
How it works
- A QuickBooks invoice event occurs and is synced to Partner Center via the QuickBooks integration.
- The automation evaluates any trigger conditions you've configured, such as filtering on a specific event type.
- If conditions are met, the workflow starts with the associated contact in context.
- Downstream steps can use Add dynamic content to reference invoice fields, contact fields, and company fields.
Available data
QuickBooks invoice fields and standard contact, company, and account fields are available via Add dynamic content.
| Output | Description |
|---|---|
| Invoice number | The QuickBooks invoice number |
| Invoice amount | The total amount on the invoice |
| Invoice status | The current status of the invoice (e.g., paid, overdue) |
| Due date | The payment due date on the invoice |
| Contact name | The contact the invoice is associated with |