Special workflows for QuickBooks Online.
Each scenario shows the trigger, the Volimox handoff, and the human checkpoint. These are concrete workflow blueprints, not a claim that every connection is live today.
Completed job to invoice
Carry an approved completed service into a reviewable QuickBooks invoice.
Starts when
A Volimox job reaches a completed state with customer and pricing fields.
Result
Finance receives a traceable invoice draft built from the actual job.
Volimox workflow
- 01Volimox validates the customer, service lines, tax policy, and total.
- 02Volimox finds or creates the QuickBooks customer and prepares an invoice.
- 03The finance owner reviews the invoice before sending or recording it.
Human checkpoint
Invoice creation is blocked when pricing or customer mapping is incomplete.
Payment received to lead state
Reflect a verified payment back on the customer or booking record.
Starts when
QuickBooks reports a payment received for a linked invoice.
Result
The customer handoff and finance record agree on the payment state.
Volimox workflow
- 01Volimox matches the payment to the invoice and the customer workflow.
- 02Volimox records the payment reference and updates the operational state.
- 03The team receives the next scheduling, dispatch, or customer-confirmation action.
Human checkpoint
Payment identity and invoice linkage are checked before the job is marked paid.
Supported triggers and actions.
A trigger starts the workflow. An action is the controlled operation Volimox performs after the rules pass.
Triggers
- Invoice created
- Payment received
- Customer created
- Estimate accepted
Actions
- Create customer
- Create invoice
- Create estimate
- Record payment
Detailed connection code.
This server-side TypeScript reference follows the same connection → action → mapped input pattern used by modern automation platforms. Provider credentials remain inside the approved connection; browser code never receives them.
TypeScript · server only
Create a reviewable invoice
import { createZapierSdk } from "@zapier/zapier-sdk"
const zapier = createZapierSdk({
apiKey: process.env.ZAPIER_API_KEY,
})
export async function runQuickBooksOnlineAction() {
const { data: connection } = await zapier.findFirstConnection({
app: "quickbooks",
owner: "me",
})
if (!connection) {
throw new Error("No approved QuickBooks Online connection was found")
}
const result = await zapier.runAction({
app: "quickbooks",
action: "create_invoice",
connection: connection.id,
input:
{
"customer": "{{lead.quickBooksCustomerId}}",
"invoiceNumber": "VMX-{{lead.id}}",
"lineItems": "{{lead.invoiceLinesJson}}",
"dueDate": "{{lead.invoiceDueDate}}",
"memo": "Created from Volimox workflow"
},
})
return result.data
}Connection setup.
The setup path is specific to the provider. We will never ask you to paste credentials into a public page.
Intuit OAuth
A reviewable connection, step by step.
- 01Choose a QuickBooks company
- 02Map products and tax codes
- 03Review accounting scopes
This app is cataloged and its workflow contract is defined. We will enable the connection after provider access and sandbox verification.
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