Continue reading "New: Automations based on QuickBooks Online Estimates"
New: Automations based on QuickBooks Online EstimatesMany of our users requested the ability to use QuickBooks Online estimates as triggers in automations created in Feedb to automate follow ups to estimates sent. We listened and now QBO estimates are part of the integration. The new triggers are: "estimate sent", "estimate created", "estimate approved", estimate rejected". Now you can create messages for …
Deeper QuickBooks Online Integration and Tags in Automation
If you are using our QuickBooks Online integration and use classes in your Quickbooks account you will be happy to hear now you can use Quickbooks item or invoice classes in your Feedb automations as a condition. So now you can apply actions only to triggers that have or don’t have a specific class, like …
Continue reading “Deeper QuickBooks Online Integration and Tags in Automation”
NEW: Send Coupons and Gift Certificates via Email, SMS and More
After months of hard work, we have the new offers section ready!
QuickBooks Online Feedback and Repeat Business Automations
We have just released new automatons available to QuickBooks Online users that besides automating the feedback request process after an invoice is created or paid, can also automate the sending of email messages and offers when certain criteria is met.
New Automation Section Grows Your Business Automatically
We are happy to announce the launch of a section we have been working on for a while. The new “Automations” section is designed to help you grow your business sending one-on-one personalized email and SMS messages when certain triggers occur.
Option to Delay Automated Feedback Requests with the QuickBooks Online Integration
Thanks to the feedback of some of our QuickBooks online users that created an invoice or marked it as paid before the actual product/service was delivered we have added the option to delay the automated feedback request.
Feedb + QuickBooks Online: The Perfect Match To Keep Your Business Organized
QuickBooks is the #1 rated small business accounting software that helps business owners and managers organize their finances all in one place.