Create QuickBooks Invoice from Onfleet Task
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Automatically generate a QuickBooks invoice when a new task is created in Onfleet.
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About This Workflow
Overview
This workflow automates the process of creating invoices in QuickBooks Online. When a new task is created in Onfleet, this workflow triggers and uses the task details to generate a corresponding invoice in QuickBooks.
Key Features
- Triggers on new Onfleet task creation.
- Creates an invoice in QuickBooks Online.
- Supports customizable invoice fields (though not explicitly shown in the snippet, it's implied by the QuickBooks node).
- Includes error handling for workflow failures.
How To Use
- Set up an Onfleet trigger to detect new task creations.
- Configure the QuickBooks Online node with your credentials and map Onfleet task data to QuickBooks invoice fields (e.g., customer details, service items, amounts).
- Ensure the QuickBooks node is set to the 'create' operation for invoices.
Apps Used
Workflow JSON
{
"id": "654daed3-db2f-4adc-a49f-61bb55da2d68",
"name": "Create QuickBooks Invoice from Onfleet Task",
"nodes": 0,
"category": "Quickbooks",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 654daed3-db2f...
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