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Automatically log JustCall call data in QuickBooks for detailed sales reporting. Latenode's visual editor simplifies the integration, and affordable execution-based pricing makes tracking call outcomes easier and cheaper than ever.
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Create a New Scenario to Connect JustCall and QuickBooks
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a JustCall, triggered by another scenario, or executed manually (for testing purposes). In most cases, JustCall or QuickBooks will be your first step. To do this, click "Choose an app," find JustCall or QuickBooks, and select the appropriate trigger to start the scenario.
Add the JustCall Node
Select the JustCall node from the app selection panel on the right.
JustCall
Configure the JustCall
Click on the JustCall node to configure it. You can modify the JustCall 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 JustCall node, select QuickBooks from the list of available apps, and choose the action you need from the list of nodes within QuickBooks.
JustCall
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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 JustCall 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 JustCall 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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JustCall
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring JustCall, QuickBooks, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the JustCall and QuickBooks integration works as expected. Depending on your setup, data should flow between JustCall and QuickBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
JustCall + QuickBooks + Slack: When a new call is received in JustCall, the details are used to find or create a customer in QuickBooks. A summary of the call and customer information is then sent to a designated Slack channel.
JustCall + QuickBooks + Google Sheets: Track call outcomes from JustCall alongside customer details and financial data from QuickBooks in a Google Sheet for reporting. When a new customer is created in QuickBooks, it will create a new row in Google Sheets. When a new call is created in JustCall, it will update a row in Google Sheets.
About JustCall
Use JustCall in Latenode to automate call workflows: trigger calls based on CRM updates, send SMS follow-ups, and log call data. Latenode adds visual flow control, custom logic, and data enrichment missing in basic JustCall setups. Create complex, scalable call-centric processes with no-code tools and flexible JavaScript.
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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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How can I connect my JustCall account to QuickBooks using Latenode?
To connect your JustCall account to QuickBooks on Latenode, follow these steps:
Can I automatically create QuickBooks invoices from JustCall call data?
Yes, you can! Latenode allows you to automate invoice creation based on JustCall data. This saves time and ensures accurate billing by removing manual data entry.
What types of tasks can I perform by integrating JustCall with QuickBooks?
Integrating JustCall with QuickBooks allows you to perform various tasks, including:
HowdoIensuremyJustCallandQuickBooksdataissecureonLatenode?
Latenode employs robust security measures, including encryption and secure authentication, to protect your JustCall and QuickBooks data during integration and automation.
Are there any limitations to the JustCall and QuickBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: