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Send QuickBooks invoices and payment reminders via WhatsApp Personal Account. Latenode's visual editor simplifies custom notification flows, while affordable execution-based pricing makes scaling these vital comms budget-friendly.
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Create a New Scenario to Connect QuickBooks and WhatsApp Personal Account
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 WhatsApp Personal Account will be your first step. To do this, click "Choose an app," find QuickBooks or WhatsApp Personal Account, 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 WhatsApp Personal Account Node
Next, click the plus (+) icon on the QuickBooks node, select WhatsApp Personal Account from the list of available apps, and choose the action you need from the list of nodes within WhatsApp Personal Account.
QuickBooks
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WhatsApp Personal Account
Authenticate WhatsApp Personal Account
Now, click the WhatsApp Personal Account node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatsApp Personal Account settings. Authentication allows you to use WhatsApp Personal Account through Latenode.
Configure the QuickBooks and WhatsApp Personal Account 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 WhatsApp Personal Account 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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WhatsApp Personal Account
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, WhatsApp Personal Account, 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 WhatsApp Personal Account integration works as expected. Depending on your setup, data should flow between QuickBooks and WhatsApp Personal Account (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
QuickBooks + Stripe + WhatsApp Personal Account: When a new invoice is created in QuickBooks, a payment intent is created in Stripe. A WhatsApp message is then sent to the customer with a link to pay the invoice via Stripe.
WhatsApp Personal Account + Google Sheets + QuickBooks: When a new message is received in WhatsApp, the message content is added as a new row in a Google Sheet. If the message indicates a new customer inquiry, the flow creates a corresponding customer profile in QuickBooks.
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.
Related categories
About WhatsApp Personal Account
Automate WhatsApp Personal Account messaging within Latenode to send notifications, gather data, or provide basic support. Build visual workflows triggered by events, then enrich or route message data to other apps. Scale customer interactions without complex code and per-step costs—use Latenode to connect WhatsApp to your business.
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How can I connect my QuickBooks account to WhatsApp Personal Account using Latenode?
To connect your QuickBooks account to WhatsApp Personal Account on Latenode, follow these steps:
Can I send QuickBooks invoice reminders via WhatsApp?
Yes, you can! Latenode allows you to automate invoice reminders via WhatsApp, reducing late payments. Use visual workflows and even AI for personalized messages.
What types of tasks can I perform by integrating QuickBooks with WhatsApp Personal Account?
Integrating QuickBooks with WhatsApp Personal Account allows you to perform various tasks, including:
Can I use custom JavaScript with QuickBooks on Latenode?
Yes! Latenode supports custom JavaScript, allowing you to extend QuickBooks functionality far beyond basic integrations for tailored automations.
Are there any limitations to the QuickBooks and WhatsApp Personal Account integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: