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Automatically trigger Delighted surveys after QuickBooks invoices are paid, gathering targeted feedback to improve customer satisfaction. Latenode's visual editor and affordable pricing make complex feedback loops accessible, even on a budget, while ensuring valuable insights.
Connect QuickBooks and Delighted in minutes with Latenode.
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Create a New Scenario to Connect QuickBooks and Delighted
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 QuickBooks, triggered by another scenario, or executed manually (for testing purposes). In most cases, QuickBooks or Delighted will be your first step. To do this, click "Choose an app," find QuickBooks or Delighted, and select the appropriate trigger to start the scenario.
Add the QuickBooks Node
Select the QuickBooks node from the app selection panel on the right.
QuickBooks
Configure the QuickBooks
Click on the QuickBooks node to configure it. You can modify the QuickBooks URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Delighted Node
Next, click the plus (+) icon on the QuickBooks node, select Delighted from the list of available apps, and choose the action you need from the list of nodes within Delighted.
QuickBooks
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Delighted
Authenticate Delighted
Now, click the Delighted node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Delighted settings. Authentication allows you to use Delighted through Latenode.
Configure the QuickBooks and Delighted 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 QuickBooks and Delighted 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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Delighted
Trigger on Webhook
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QuickBooks
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring QuickBooks, Delighted, 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 QuickBooks and Delighted integration works as expected. Depending on your setup, data should flow between QuickBooks and Delighted (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
QuickBooks + Delighted + Slack: When a new payment is recorded in QuickBooks, a survey is sent to the customer via Delighted. The survey response is then posted to a designated Slack channel for feedback monitoring.
Delighted + QuickBooks + Zendesk: When a new survey response is received in Delighted, the customer's information is checked in QuickBooks. If the response indicates a negative experience, a new support ticket is created in Zendesk.
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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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 β all without per-step costs.
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How can I connect my QuickBooks account to Delighted using Latenode?
To connect your QuickBooks account to Delighted on Latenode, follow these steps:
Can I trigger surveys based on invoice payments?
Yes, you can! Latenode lets you trigger Delighted surveys automatically when invoices are paid in QuickBooks, ensuring timely feedback and improving customer satisfaction.
What types of tasks can I perform by integrating QuickBooks with Delighted?
Integrating QuickBooks with Delighted allows you to perform various tasks, including:
Can I use JavaScript to customize QuickBooks data in Latenode?
Yes! Latenode enables JavaScript code blocks for advanced QuickBooks data transformations, unlocking customization beyond simple no-code options.
Are there any limitations to the QuickBooks and Delighted integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: