Integrating Nifty with QuickBooks Online Using Pabbly Connect

Learn how to integrate Nifty with QuickBooks Online using Pabbly Connect in this step-by-step tutorial. Automate your workflow effectively! Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Nifty with QuickBooks Online, you will first need to access Pabbly Connect. Sign in to your Pabbly Connect account, or if you are new, click on the ‘Sign up for free’ button to create an account. Each month, new users receive 100 tasks for free, making it an excellent way to start automating your workflows.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking the ‘Create Workflow’ button located in the top right corner. Name your workflow something like ‘Create Nifty Task for QuickBooks Online Invoice’ and choose the appropriate folder for organization.

2. Creating a Workflow in Pabbly Connect

In your new workflow, you will set up a trigger and an action. The trigger will be from QuickBooks Online, and the action will be to create a task in Nifty. This setup is crucial as it defines how the automation will operate using Pabbly Connect.

• Select ‘QuickBooks’ as your trigger application.
• Choose the trigger event as ‘New Invoice’.
• This trigger will activate whenever a new invoice is added in QuickBooks.

After defining the trigger, proceed to set up the action. Search for ‘Nifty’ as your action application and select the action event to create a new task. This process ensures that every time a new invoice is created in QuickBooks, a corresponding task will be generated in Nifty through Pabbly Connect.

3. Connecting QuickBooks and Nifty in Pabbly Connect

Next, you need to establish connections between QuickBooks and Nifty using Pabbly Connect. Start by clicking on the connect button for QuickBooks. If you are already logged into your QuickBooks account, simply authorize the connection by clicking ‘Connect with QuickBooks’.

Once connected, you can test the connection by clicking on ‘Save and Send Test Request’. This action will capture the details of the last invoice created in QuickBooks, which will be used in the next steps. After successfully capturing the invoice details, you will proceed to connect to Nifty.

• Click on the connect button for Nifty.
• Authorize the connection by clicking ‘Allow’.
• Ensure both applications are now successfully connected through Pabbly Connect.

This connection setup is essential for the automation to work effectively, allowing data to flow between QuickBooks and Nifty seamlessly.

4. Mapping Data for Task Creation in Nifty

After establishing the connections, the next step involves mapping the data from the QuickBooks invoice to the Nifty task. This is where Pabbly Connect shines, facilitating the insertion of dynamic data into the task.

In the task name field, create a name that includes the customer’s name and the invoice. For example, you can use ‘Demo Dummy Invoice’. In the description field, include relevant details such as the product name, email, and price. This mapping ensures that every new invoice creates a corresponding task with accurate information.

Map the customer name from the QuickBooks response. Include the product details and customer email in the task description. Set a due date based on the invoice due date.

Finally, click on ‘Save and Send Test Request’ to create the task in Nifty. You will receive a positive response indicating that the task has been created successfully. This confirms that your integration is functioning as intended through Pabbly Connect.

5. Testing and Verifying the Integration

After setting up the mapping and finalizing your workflow, it’s time to test the integration between QuickBooks and Nifty using Pabbly Connect. Create a new invoice in QuickBooks to see if a task is generated in Nifty automatically.

Once the invoice is created, check your Nifty account under all tasks. You should see the newly created task reflecting the details mapped earlier. This process validates that the integration works correctly, allowing for efficient task management based on invoice creation.

With Pabbly Connect, you can automate many other applications as well, enhancing your overall productivity. If you encounter any issues or have questions, feel free to reach out to Pabbly support for assistance.

Conclusion

In this tutorial, we demonstrated how to integrate Nifty with QuickBooks Online using Pabbly Connect. This integration automates the task creation process based on new invoices, streamlining your workflow effectively.