QuickBooks and JustCall Integration

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Automatically create QuickBooks invoices from JustCall call logs using Latenode’s visual editor to track billable support time, enhancing accuracy with flexible JavaScript functions and saving costs with pay-by-execution pricing.

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QuickBooks

JustCall

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect QuickBooks and JustCall

Create a New Scenario to Connect QuickBooks and JustCall

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 JustCall will be your first step. To do this, click "Choose an app," find QuickBooks or JustCall, 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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Sign In

Run node once

Add the JustCall Node

Next, click the plus (+) icon on the QuickBooks node, select JustCall from the list of available apps, and choose the action you need from the list of nodes within JustCall.

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Authenticate JustCall

Now, click the JustCall node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your JustCall settings. Authentication allows you to use JustCall through Latenode.

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Sign In

Run node once

Configure the QuickBooks and JustCall 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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The action ID

Run node once

Set Up the QuickBooks and JustCall 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, JustCall, 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 JustCall integration works as expected. Depending on your setup, data should flow between QuickBooks and JustCall (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 JustCall

QuickBooks + JustCall + Slack: When a new invoice is created in QuickBooks, the automation checks for a corresponding customer in JustCall. If the customer exists, a notification is sent to a Slack channel with invoice details. If the customer doesn't exist in JustCall, a message is sent to a Slack Channel indicating that the customer wasn't found.

JustCall + QuickBooks + Google Sheets: Whenever a call is logged in JustCall, the automation finds the associated customer in QuickBooks. All the call details from JustCall and customer data from QuickBooks are then added to a Google Sheet for reporting purposes.

QuickBooks and JustCall 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.

Similar apps

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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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See how Latenode works

FAQ QuickBooks and JustCall

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

To connect your QuickBooks account to JustCall 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 JustCall accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate invoice creation after a JustCall interaction?

Yes, you can! Latenode allows you to automatically create QuickBooks invoices after a JustCall call ends, saving time and improving billing accuracy via no-code automation.

What types of tasks can I perform by integrating QuickBooks with JustCall?

Integrating QuickBooks with JustCall allows you to perform various tasks, including:

  • Create new QuickBooks customers from new JustCall contacts automatically.
  • Log JustCall call details as notes within relevant QuickBooks records.
  • Update customer information in QuickBooks based on JustCall interactions.
  • Trigger outbound JustCall campaigns based on QuickBooks invoice status.
  • Send SMS updates via JustCall when QuickBooks invoices are paid.

HowsecureistheQuickBooksandJustCallintegrationonLatenode?

Latenode employs robust security measures, including encryption and secure authentication, to protect your QuickBooks and JustCall data during integration workflows.

Are there any limitations to the QuickBooks and JustCall integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data synchronization may require custom workflow design.
  • Complex QuickBooks custom fields might need custom JavaScript for full support.
  • Call recording storage isn't directly managed within the QuickBooks integration.

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