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Audrey Reamon

started a topic almost 7 years ago
Answered

Recurring Post on Slack from Overdue Invoices on Quickbooks

Suggestions on how to create a recipe that allows for a recurring (daily? weekly?) post on slack for all overdue invoices on Quickbooks. You can get overdue invoices by Search new Invoice from Quickbooks, and you can post this directly to Slack but I cannot figure out how to make this a recurring thing so that I can have this notification on a Slack post.


Best Answer
P
Phuong Nguyen said almost 7 years ago

Hi Audrey,. Thank you for reaching out to us.


In order to send the recurring messages into Slack as you have mentioned, you can use a Clock trigger, where the recipe will be triggered on a daily/weekly basis. It can look something like this: 

Then you can configure your actions to search for the overdue invoices in Quickbooks and post the corresponding messages in Slack. Do give this a try and let me know how it goes :)

Answer

Phuong Nguyen

said almost 7 years ago

Hi Audrey,. Thank you for reaching out to us.


In order to send the recurring messages into Slack as you have mentioned, you can use a Clock trigger, where the recipe will be triggered on a daily/weekly basis. It can look something like this: 

Then you can configure your actions to search for the overdue invoices in Quickbooks and post the corresponding messages in Slack. Do give this a try and let me know how it goes :)

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