The simplest way to work™. Glances integrates SuiteCRM with all your favorite workplace apps, acting as your go-to hub for real-time customer insights and personal tasks.
#5214 - Quickbooks and SuiteCRM Workflow / Automations
Hi, I have a goal / requirement of triggering workflows inside of suiteCRM from QuickBooks online information. So far example if invoice #1234 status changes to PAID or possibly the balance due is $0 (Since I don't see that in the demo). . I would like to trigger workflow on a project for example. . Is that possible with this integration? I didn't immediately see that available
The actual SuiteCRM and QuickBooks tie in looks to function well BTW and is impressive. Im testing other addons and thought this one might be viable.
10 months ago
Happy to help, Dwayne! Thanks for considering Glances and we appreciate your thoughts on the SuiteCRM and QuickBooks work we've done!
Glances has a feature we call Actions, which allows you to complete tasks across apps. You can see more about this feature here: https://glances.com/actions. It's worth noting that this Actions feature isn't an automated integration. Instead, it's an extension of your workflow so you can manually take action when needed. If you need something to monitor QuickBooks for PAID statuses and trigger a workflow on its own, Glances won't be the right fit.
If, however, you need to manually complete something when you see a PAID status, Glances might be able to work. For example, if you're reviewing paid invoices in QuickBooks and want to quickly create a case or a task within Suite without navigating away, that's something Glances could accommodate.
If that's the kind of solution you're looking for, feel free to schedule a quick chat here: https://calendly.com/glances/glances-consultation. We'll use this time to show you a little about Glances and learn more about the workflow you're looking to accomplish.
Let me know if you have any other questions!
Best, Heidi
10 months ago
Thanks Heidi for the fast response! As you mentioned I am definitely aiming for something to monitor QuickBooks for PAID or similar statuses and trigger a workflows based on that. It would be based on CRON jobs / scheduler. That could take some work off my plate .
But again I do like that I can view a customer in SuiteCRM and then fairly QUICKLY see all of their invoices, and it DOES show if its paid - via balance due. Thats awesome. Im glad I checked out your addon.
10 months ago
If we do build something that would work for your purposes in the future, I'll loop back here and let you know. Thanks for taking a look at Glances and if you need us in the meantime, we're here!
Best, Heidi