How to connect QuickBooks and HeyGen
Create a New Scenario to Connect QuickBooks and HeyGen
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 QuickBooks, triggered by another scenario, or executed manually (for testing purposes). In most cases, QuickBooks or HeyGen will be your first step. To do this, click "Choose an app," find QuickBooks or HeyGen, 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 HeyGen Node
Next, click the plus (+) icon on the QuickBooks node, select HeyGen from the list of available apps, and choose the action you need from the list of nodes within HeyGen.

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Authenticate HeyGen
Now, click the HeyGen node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your HeyGen settings. Authentication allows you to use HeyGen through Latenode.
Configure the QuickBooks and HeyGen 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 HeyGen 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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HeyGen
Trigger on Webhook
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Webhook response

Save and Activate the Scenario
After configuring QuickBooks, HeyGen, 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 QuickBooks and HeyGen integration works as expected. Depending on your setup, data should flow between QuickBooks and HeyGen (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 HeyGen
QuickBooks + HeyGen + Slack: When a new customer is added in QuickBooks, generate a personalized thank you video using HeyGen and notify the team in Slack with a link to the video.
QuickBooks + HeyGen + Email: When a new invoice is paid in QuickBooks, send a thank you video via HeyGen to the client's email address.
QuickBooks and HeyGen 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 HeyGen
Use HeyGen in Latenode to automate personalized video creation. Generate videos from data (CRM leads, spreadsheets) and auto-post to social media or send via email. Create scalable workflows without code, use JS for fine-tuning, and track versions to manage video assets efficiently.
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FAQ QuickBooks and HeyGen
How can I connect my QuickBooks account to HeyGen using Latenode?
To connect your QuickBooks account to HeyGen 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 HeyGen accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create HeyGen avatars based on QuickBooks customer data?
Yes, you can! Latenode’s flexibility lets you trigger HeyGen avatar creation from QuickBooks data, automating personalized customer communication and marketing efforts.
What types of tasks can I perform by integrating QuickBooks with HeyGen?
Integrating QuickBooks with HeyGen allows you to perform various tasks, including:
- Create personalized video greetings using customer data from QuickBooks.
- Automatically update HeyGen avatars with new client information in QuickBooks.
- Generate video summaries of financial reports for stakeholders using AI.
- Send automated video reminders for invoice payments pulled from QuickBooks.
- Create HeyGen training videos based on QuickBooks accounting procedures.
How do I handle errors from QuickBooks within Latenode workflows?
Latenode allows robust error handling with dedicated blocks and conditional logic, ensuring workflow stability when QuickBooks encounters issues.
Are there any limitations to the QuickBooks and HeyGen integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the QuickBooks API limitations.
- Complex video editing features are subject to HeyGen's API capabilities.
- The number of HeyGen video generations may be limited by your HeyGen subscription.