A QuickBooks sales receipt event occurs
A QuickBooks sales receipt event occurs fires when a QuickBooks sales receipt event is detected for a contact — such as a sales receipt being created or voided. Use this trigger to automate post-purchase workflows, send confirmations, or update CRM records when a sale is recorded 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 sales receipt 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 product or amount.
- If conditions are met, the workflow starts with the associated contact in context.
- Downstream steps can use Add dynamic content to reference sales receipt fields, contact fields, and company fields.
Available data
QuickBooks sales receipt fields and standard contact, company, and account fields are available via Add dynamic content.
| Output | Description |
|---|---|
| Receipt number | The QuickBooks sales receipt number |
| Receipt amount | The total amount on the sales receipt |
| Receipt date | The date the sales receipt was created |
| Product or service | The item(s) listed on the sales receipt |
| Contact name | The contact the receipt is associated with |