4/11/2024 0 Comments Quickbooks online zapier airtable![]() Perhaps another opportunity to use API calls?. I also need to find a way to collate Toggl time into a format that can be used to generate a QuickBooks Online invoice via automation. Toggl integrates much better with Asana, and offers Tagging of time entries allowing more meaningful data to be recorded for reporting purposes. Now I’m getting ready for phase 2 of this project: Replacing Harvest with Toggl for time tracking. ![]() This was not easy for me, but I stuck with it, and I’m so happy I saw this through to completion. Also, plenty of standard modules for all the services. I use Asana, Dropbox & Harvest API calls to get the desired functionality. To trigger the workflow, I made an Airtable Form that collects project-specific data and fires an email to the web hook address that kicks off everything else in Make. I have been using to drive Asana + Harvest (time tracking) Airtable (reference data storage & data syncing hub) + Dropbox to build a Project kickoff workflow that builds my Asana project, customized per client using client-specific data stored in Airtable bases) then builds an associated Harvest project for tracking time to the project and finally builds a folder structure for my working files in Dropbox, following client-specific templates. I’m not a coder, though I am pretty technical in many other computer productivity realms. I’m going down the exact path you suggest. Let me know in the comments if you are interested, let’s get that code vibe going! ![]() I won’t lie: this is not straightforward, but that’s definitely the easiest way in, and we can help by guiding you! For example, let’s say that a “Duplicate task” action doesn’t exist in Zapier: no problem, you can use an action of type “Webhooks by Zapier” and call the Asana API directly. But with actions, you can create your own. You can’t really easily create your own triggers, you are stuck with Asana’s. With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end Check out the following list of triggers and actions you can use with QuickBooks Online, DocuSign, and Airtable. Asana has created a few triggers and a few actions. Do even more with QuickBooks Online + DocuSign + Airtable. Let me explain.Īn automation in Zapier is made of 2 things: trigger(s) and action(s). Which is perfectly understandable!īut did you know that there is actually an easy way in? Instead of writing code, you can use a tool like Zapier (or equivalent) to do calls to the API. That’s a highly under-rated feature, that most people overlooks because they don’t have the skills to understand how it works and don’t know how to code. Of course if you’d rather not fuss, as Troy pointed out, you can always hire a Zapier Expert to take this on for you.I can talk all day about how great the Asana API is. That said, it’s considered a slightly more advanced approach so support is going to be limited. In the meantime, as Troy mentioned you could potentially use the QBO API and Webhooks by Zapier if you’re comfortable! Here’s a few resources to get you started if you’d like to give that a shot: I did do some digging and can see there is an open feature request that I added your vote to! This doesn’t guarantee implementation but it does allow for us to continue tracking interest and ensure you’re emailed if that changes. ![]() I wanted to swing by and confirm as you and Troy figured out - at the moment there isn’t a QBO action that supports paying a contractor. Hey there, Thanks for reaching out in community! however on the next step Zapier/QB will only allow me to select “Cash”, “Check”, or “Credit Card” for the Payment Method - and I need these payment to go out as Direct Deposits.ĭoes anybody know if there is a way to create Direct Deposit Contractor Payments by sending a record from AirTable - Any help would be appreciated - I feel like I’m hitting a wall here and have tried several scenarios to make it work. My 1099 Contractors show up in my Vendor List - so I’ve been selecting “Vendor” and assigning the Vendor ID for where the record should be created……. Hi - I’m trying to make payments to my 1099 Contractors using Quickbooks - but I want all of the information for the payment to come over from Airtable when a new payment record is created so that I can avoid Double Entries and save some time (I need the record in both AT and QB for various reasons).Ĭurrently, when I try to create an expense in QB when a new record is created in AT, I only get the option to create the expense for a “Vendor”, “Customer” or “Employee”.
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