Setting up your QuickBooks online Action

A new lead will be created in QuickBooks online as per your instructions, each time this is triggered.

1. Once you test your Trigger data, you need to select an action app to use with the Trigger.

2. To add this action app to your , click on the “add service” button.

   

3. Select “Intercom” as your Action app from the list of .

4. Connect your QuickBooks account to Rapidomize and authorize Rapidomize to access your QuickBooks account.

5. Follow Guidance How to set up QuickBooks on Rapidomize . Once connected, press select key to select your QuickBooks account.

6. Select the “Action” by clicking on Create a new Invoice icon.

   

7. Specify the details of your new lead that you wish to retrieve, such as external ID, Email, user name, phone etc. Note that if you do not specify the user ID, QuickBooks will automatically assign a user ID to the lead.

8. You can also include the image URL containing the avatar of a contact.

9. Specify the Key of your admin ID.

10. Specify whether you want to correspond with this lead by Email or not.

    

11. Test your action by clicking on “Test / Get Sample Data”.

12. Save your by clicking on “Save ”.

13. You will get a card entry in “Intelligent Connected Apps page”.

14. To activate the , turn ON the “Run” toggle slider.

15. Click on “Status” icon on the card to see the status of your from the Dashboard.

16. Once you activated your , it will run according to the specified schedule.