A QuickBooks payment event occurs
A QuickBooks payment event occurs fires when a QuickBooks payment event is detected for a contact — such as a payment being received or applied to an invoice. Use this trigger to automate thank-you messages, update contact records, or kick off fulfillment workflows when a payment is confirmed in 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 payment 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 payment amount or status.
- If conditions are met, the workflow starts with the associated contact in context.
- Downstream steps can use Add dynamic content to reference payment fields, contact fields, and company fields.
Available data
QuickBooks payment fields and standard contact, company, and account fields are available via Add dynamic content.
| Output | Description |
|---|---|
| Payment amount | The total amount of the payment |
| Payment date | The date the payment was received |
| Payment method | How the payment was made (e.g., check, credit card) |
| Applied to invoice | The invoice number the payment was applied to |
| Contact name | The contact the payment is associated with |