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Create a New Scenario to Connect Google Chat 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 Google Chat, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google Chat or QuickBooks will be your first step. To do this, click "Choose an app," find Google Chat or QuickBooks, and select the appropriate trigger to start the scenario.
Add the Google Chat Node
Select the Google Chat node from the app selection panel on the right.
Google Chat
Configure the Google Chat
Click on the Google Chat node to configure it. You can modify the Google Chat 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 Google Chat node, select QuickBooks from the list of available apps, and choose the action you need from the list of nodes within QuickBooks.
Google Chat
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QuickBooks
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 Google Chat 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 Google Chat and QuickBooks Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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QuickBooks
Trigger on Webhook
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Google Chat
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Google Chat, 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 Google Chat and QuickBooks integration works as expected. Depending on your setup, data should flow between Google Chat and QuickBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Google Chat + QuickBooks + Google Sheets: When a new message is received in Google Chat, the automation checks if it contains new client information. If so, it creates a new customer in QuickBooks and then adds a row to a Google Sheet to track the new client.
QuickBooks + Google Chat + Slack: When a new invoice is created in QuickBooks, a reminder message is sent to the client via Google Chat. Simultaneously, a notification is sent to the accounting team via Slack to inform them of the new invoice.
About Google Chat
Use Google Chat in Latenode for automated notifications & alerts. Trigger messages based on events in other apps, like new database entries or payment confirmations. Centralize alerts and status updates across services within a single, scalable Latenode workflow. Add custom logic and AI for smart notifications.
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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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Connect Google Chat and QuickBooks in minutes with Latenode.
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How can I connect my Google Chat account to QuickBooks using Latenode?
To connect your Google Chat account to QuickBooks on Latenode, follow these steps:
Can I get QuickBooks sales notifications in Google Chat?
Yes, you can! Latenode allows real-time notifications in Google Chat for new QuickBooks sales, improving team awareness and faster response times. Build it with no-code or JavaScript!
What types of tasks can I perform by integrating Google Chat with QuickBooks?
Integrating Google Chat with QuickBooks allows you to perform various tasks, including:
How do I trigger workflows from specific Google Chat messages?
Use Latenode’s Google Chat trigger to monitor channels or direct messages, then parse the content with AI or JavaScript for conditional automation.
Are there any limitations to the Google Chat and QuickBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: