The moment it happens

Post to Slack when a customer pays

The moment a payment is recorded, Slack shows who paid and how much.

Runs: The moment it happens
Apps: QuickBooks
AI: Not needed
Access: accounting scope

Send this to your assistant

Create a ClickRuntime automation: when a payment is recorded in QuickBooks, post the customer name and amount to #finance in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Add to ChatGPT Add to Claude

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

When a customer pays an invoice, the people who care are rarely the ones sitting in QuickBooks. The account manager wants to thank them, the project lead wants to start the next phase, and the owner wants to know cash arrived. Instead, they ask in chat whether a client has paid yet, and someone has to go and check.

As soon as QuickBooks sends a notification that a payment was created, ClickRuntime fetches the payment, looks up which customer and invoice it applies to, and posts a message in Slack with the customer name, the amount and the payment date. There is no polling, so the message appears within moments of the payment being recorded.

Sales and delivery teams that release work only after payment, and owners who want a feel for cash coming in, find it especially useful.

What you get out of it

Work starts the minute money arrives
A project that is waiting on a deposit can begin the moment the payment posts. Hours saved at the front of a job often decide whether a deadline is met.
Nobody asks whether the client has paid
The message answers a question that otherwise interrupts the finance person several times a week. Account managers see it in the channel and move on with their day. Finance keeps its attention for real exceptions.
Thanking customers becomes routine
A quick reply to a paying customer builds goodwill and confirms receipt. Seeing the payment in Slack the same hour makes that follow-up easy to do instead of an afterthought. A thank-you the same day lands better.
Cash visibility for owners
A running feed of payments gives owners a feel for cash flow without opening reports. A slow week is visible in the channel before it appears in a balance. You see slowdowns early enough to act on them.
Mismatches are noticed immediately
If the amount paid differs from what you expected, a short payment or an overpayment shows in the message. You can contact the customer while the transaction is fresh. A forgotten discount is found while a phone call is still easy.

How it works

What happens, step by step

When a customer payment is recorded in QuickBooks, QuickBooks tells ClickRuntime straight away.
ClickRuntime looks up the payment to find the customer and the amount.
A message goes to your #finance Slack channel, such as "Payment received: Northwind Traders, $1,500.00".

Before it runs live

Connect QuickBooks
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Post to Slack when a customer paysjust nowSucceeded

Slack · #finance💰 Payment received: Northwind Traders, $1,500.00

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other QuickBooks steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

invoice_paid_alert_quickbooks.pyexample

from clickruntime import on_event, credentials, http, notify

REALM_ID = "1234567890"
API = f"https://quickbooks.api.intuit.com/v3/company/{REALM_ID}"

def qb(method, path, **kw):
    headers = {"Authorization": f"Bearer {credentials.connection('quickbooks', 'company')}", "Accept": "application/json"}
    resp = http.request(method, f"{API}{path}", headers=headers, params={"minorversion": 73, **kw.pop("params", {})}, **kw)
    resp.raise_for_status()
    return resp.json()

def query(sql):
    return qb("GET", "/query", params={"query": sql})["QueryResponse"]

@on_event
def handle(event):
    posted = 0
    for note in event.json.get("eventNotifications", []):
        for entity in note["dataChangeEvent"]["entities"]:
            if entity["name"] != "Payment" or entity["operation"] != "Create":
                continue
            payment = qb("GET", f"/payment/{entity['id']}")["Payment"]
            notify.slack(f"💰 Payment received: {payment['CustomerRef']['name']}, ${payment['TotalAmt']:,.2f}",
                         channel="#finance")
            posted += 1
    return {"posted": posted}

FAQ

Common questions

Does it fire for partial payments?

Yes. QuickBooks creates a payment record for each payment received, whether it settles the invoice or only part of it. The Slack message shows the amount of that payment, so a partial payment looks different from a full settlement.

Will payments made through QuickBooks Payments and those recorded manually both show up?

Both create payment records in QuickBooks, and both trigger the notification. Payments recorded by hand after a bank deposit are announced when you enter them, so timing depends on when the record is created. Either way, the message shows the amount and customer.

Can the alert go to a different Slack channel for large payments?

Yes. The amount is available when the payment is fetched, so a rule such as payments over $5,000 going to a leadership channel can be added. Smaller ones can continue to a regular finance channel.

What permissions does it need?

accounting scope. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run for each event the app sends.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

The moment it happens