How to automatically notify your team via Slack when sales receipts are created in QuickBooks Online

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Sales Receipt created" under QuickBooks Online. This will allow your playbook to automatically detect the new sales receipt created in QuickBooks Online and initiate necessary actions.

If this is your first time using a QuickBooks Online integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Slack automation into your playbook to ensure the prompt sending of a Slack message whenever a sales receipt is created in QuickBooks Online.

Click the "Add step" button, then locate the "Send message" automation for Slack and input the mandatory and relevant details.

If your Slack account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Slack account.

Activating your playbook is the final step to automate the sending of a message to a specific channel on Slack. Once turned on, it will respond whenever a new sales receipt is created in QuickBooks Online by sending a message to a specific channel on Slack without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.