QuickBooks and Delighted Integration

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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.

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QuickBooks

Delighted

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect QuickBooks and Delighted

Create a New Scenario to Connect QuickBooks and Delighted

In the workspace, click the β€œCreate 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 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.

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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.

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Connect QuickBooks

Sign In
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Run node once

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.

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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.

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Delighted

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Connect Delighted

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Run node once

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.

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Delighted

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The action ID

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Run node once

Set Up the QuickBooks and Delighted 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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Save and Activate the Scenario

After configuring QuickBooks, Delighted, 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 β€œRun once” 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.

Most powerful ways to connect QuickBooks and Delighted

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.

QuickBooks and Delighted integration alternatives

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.

See how Latenode works

FAQ QuickBooks and Delighted

How can I connect my QuickBooks account to Delighted using Latenode?

To connect your QuickBooks account to Delighted on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select QuickBooks and click on "Connect".
  • Authenticate your QuickBooks and Delighted accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Automatically sending customer satisfaction surveys after an invoice is paid.
  • Updating customer records in Delighted based on QuickBooks data changes.
  • Triggering internal alerts based on survey responses linked to invoice amounts.
  • Creating QuickBooks invoices based on positive Delighted feedback scores.
  • Analyzing survey data alongside financial data for better business insights.

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:

  • Historical data import from QuickBooks to Delighted may require custom scripting.
  • Complex conditional survey logic might necessitate JavaScript for full customization.
  • Data rate limits depend on your QuickBooks and Delighted subscription plans.

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