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How to connect Delighted and QuickBooks
Create a New Scenario to Connect Delighted and QuickBooks
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Delighted, triggered by another scenario, or executed manually (for testing purposes). In most cases, Delighted or QuickBooks will be your first step. To do this, click "Choose an app," find Delighted or QuickBooks, and select the appropriate trigger to start the scenario.
Add the Delighted Node
Select the Delighted node from the app selection panel on the right.
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Configure the Delighted
Click on the Delighted node to configure it. You can modify the Delighted URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the QuickBooks Node
Next, click the plus (+) icon on the Delighted node, select QuickBooks from the list of available apps, and choose the action you need from the list of nodes within QuickBooks.
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Authenticate QuickBooks
Now, click the QuickBooks node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your QuickBooks settings. Authentication allows you to use QuickBooks through Latenode.
Configure the Delighted and QuickBooks Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Delighted and QuickBooks Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Delighted, QuickBooks, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Delighted and QuickBooks integration works as expected. Depending on your setup, data should flow between Delighted and QuickBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Delighted and QuickBooks
Delighted + QuickBooks + Slack: When a new negative response is received in Delighted, a new customer record is created in QuickBooks, and a message is sent to a Slack channel to notify the accounting team.
QuickBooks + Delighted + Zendesk: When a new payment is recorded in QuickBooks, trigger a customer satisfaction survey via Delighted and record the feedback in Zendesk.
Delighted and QuickBooks integration alternatives
About Delighted
Automate feedback loops with Delighted in Latenode. Send surveys post-interaction and instantly act on results. Route scores to your team's Slack, update records in your CRM, or trigger follow-ups based on sentiment. Build adaptable workflows with no-code tools, custom logic, and AI — all without per-step costs.
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About QuickBooks
Use QuickBooks within Latenode to automate accounting tasks. Sync invoices, track payments, and manage customer data across platforms. Automate data entry and reporting with no-code tools or custom JavaScript. Connect QuickBooks to your CRM, e-commerce, or payment gateways for streamlined financial workflows that scale easily.
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FAQ Delighted and QuickBooks
How can I connect my Delighted account to QuickBooks using Latenode?
To connect your Delighted account to QuickBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Delighted and click on "Connect".
- Authenticate your Delighted and QuickBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create invoices from positive feedback?
Yes, you can! Latenode lets you trigger QuickBooks invoice creation based on positive Delighted survey responses, streamlining accounting and rewarding customer loyalty.
What types of tasks can I perform by integrating Delighted with QuickBooks?
Integrating Delighted with QuickBooks allows you to perform various tasks, including:
- Automatically create QuickBooks invoices for promoters in Delighted.
- Update customer details in QuickBooks based on Delighted survey responses.
- Trigger accounting alerts based on negative feedback received in Delighted.
- Generate financial reports using customer satisfaction data from Delighted.
- Send personalized thank-you notes via Delighted after invoice payments.
Can I use JavaScript to customize my Delighted and QuickBooks integration?
Yes! Latenode allows you to use JavaScript code blocks to add custom logic, manipulate data, and extend the integration beyond basic features.
Are there any limitations to the Delighted and QuickBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- The number of API requests depends on your Delighted and QuickBooks plans.
- Real-time synchronization depends on the polling interval configured.
