How to Create Nifty PM Task for QuickBooks Online Invoice Using Pabbly Connect

Learn how to create a Nifty PM task for QuickBooks Online Invoice using Pabbly Connect. Step-by-step guide for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Nifty PM task for QuickBooks Online Invoice, you first need to access Pabbly Connect. Begin by signing into your Pabbly Connect account. If you are new, click on the sign-up button to create an account, which offers 100 free tasks each month.

Once signed in, navigate to the Pabbly Connect dashboard. On the right-hand side, you will find a button labeled ‘Create Workflow.’ Click on this to start setting up your integration. This step is crucial as it lays the foundation for automating the task creation in Nifty whenever a new invoice is generated in QuickBooks.

2. Creating a Workflow in Pabbly Connect

The next step involves creating a workflow in Pabbly Connect. After clicking on ‘Create Workflow,’ a dialog box will appear prompting you to name your workflow. Enter a descriptive name like ‘Create Nifty Task for QuickBooks Online Invoice’ and select the appropriate folder to save it.

• Name your workflow clearly for easy identification.
• Choose a relevant folder to organize your workflows.

After naming your workflow, you will see a window that consists of trigger and action settings. In this case, QuickBooks will be your trigger application, and the event will be set to ‘New Invoice.’ This means that every time a new invoice is created in QuickBooks, it will trigger an action in Nifty.

3. Connecting QuickBooks to Pabbly Connect

To establish the connection between QuickBooks and Pabbly Connect, click on the connect button in the trigger settings. If you are already logged into your QuickBooks account, simply click on ‘Connect with QuickBooks’ to authorize the integration. This step is essential for capturing the invoice details.

After successfully connecting, you can test the connection by clicking on ‘Save and Send Test Request.’ This action will fetch the details of the last created invoice in QuickBooks. Ensure that you have at least one invoice created to receive a valid response.

• Make sure to log into QuickBooks before connecting.
• Test the connection to verify that data is being captured correctly.

Once the test is successful, you will see the invoice details populated in Pabbly Connect. This confirms that your trigger setup is functioning correctly, allowing you to proceed to the next step of creating a task in Nifty.

4. Creating a Task in Nifty PM

After confirming the connection with QuickBooks, the next step is to create a task in Nifty using Pabbly Connect. In the action settings, search for Nifty and select it as your action application. Choose the action event as ‘Create New Task.’ This will facilitate the automation of task creation based on the invoice data received from QuickBooks.

To establish the connection with Nifty, click on the connect button and log in to your Nifty account. Once authenticated, you can begin mapping the fields from the QuickBooks invoice response to the task details in Nifty. For instance, you can set the task name as the customer’s name along with the invoice number.

Map the customer name and invoice number to the task name. Include additional details like product name, email, and price in the task description.

After mapping all the necessary fields, click on ‘Save and Send Test Request’ to create the task in Nifty. If successful, you will see the task reflected in your Nifty account, confirming that the integration is complete.

5. Conclusion

In conclusion, using Pabbly Connect to create a Nifty PM task for QuickBooks Online Invoice streamlines your workflow significantly. By following the steps outlined above, you can automate the task creation process, ensuring that every new invoice in QuickBooks results in a corresponding task in Nifty. This integration not only saves time but also enhances productivity by keeping your teams organized and informed.