Using Zapier with Tookan for third-party integration is a robust technique to optimize and streamline day-to-day delivery operations. In this article, we’ll give you a basic run-through on how to integrate Tookan with QuickBooks using Zapier, hassle-free.
What is QuickBooks?
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps..
Zap & It’s Components
Zap is the basic integration that can be created in Zapier. The simplest form of Zap has two basic components to it:
- A Trigger
- An Action
To put it simply, a Zap is a blueprint for a task you plan to do over and over. A Zap looks like this:
When I get a “new payment” in QuickBooks, a “new task” is created in Tookan
The first part is the Trigger and the second part is the Action.
What is a Trigger?
A Trigger is an event that automates processes to tell the Zap when to run.
While building a Zap, step 1 is to set the triggers right.
All the third-party apps used by your team use the trigger to initiate task creation in Tookan
In QuickBooks, you can add several triggers like “New Payment”, “New Vendor”, “New Account” and many more.
POPULAR THIRD-PARTY APPS FOR GENERATING TRIGGERS
What is Action?
An Action is an event a Zap performs. This event occurs every time the trigger fires.
For example, In the case of QuickBooks, a possible trigger could be “New Payment” and the action in response to this on Tookan would be a New Task.
This only constitutes as an example of what a Trigger and Action process creates. You can easily replicate the above steps and customize the trigger and action according to your business needs.
With all that as a given, it wouldn’t be wrong to say that it is super easy to integrate Tookan with all your favorite third-party apps available in Zapier using a Zap in Zapier.
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