The moment it happens

Post every new QuickBooks invoice to Slack

Whenever an invoice is created in QuickBooks, your finance channel sees the customer, amount and due date within seconds.

Runs: The moment it happens
Apps: QuickBooks, Slack
AI: Not needed
Access: QBO accounting read; Slack chat:write

Send this to your assistant

Create a ClickRuntime automation: when QuickBooks creates an invoice, post the customer, amount and due date to #finance.

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

In a growing business, invoices are raised by several people: account managers, the owner, the bookkeeper. Nobody has a full picture of what's been billed this week unless they run a report.

A Slack post for each new invoice gives sales and finance the same live view of billing. It's a quick sanity check too: a wrong amount or customer gets spotted before the invoice is chased.

What you get out of it

Everyone sees billing as it happens
Sales knows when a deal has been invoiced; finance knows what cash to expect.
Mistakes are spotted early
A second pair of eyes on each invoice catches wrong amounts or customers before they reach the client.
No reports to run
The week's billing is simply the list of messages in the channel.
Small wins are visible
Every new invoice is a moment the team can see, not just the big ones.

How it works

What happens, step by step

QuickBooks sends a notice to your automation's link whenever an invoice changes.
ClickRuntime keeps only notices about newly created invoices.
It fetches each new invoice from QuickBooks.
It posts the customer, amount and due date to #finance in Slack.

Before it runs live

Connect QuickBooks
Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Post every new QuickBooks invoice to Slackjust nowSucceeded

Slack · #finance🧾 Invoice 1061 – Northwind Traders, $2,750.00, due 2026-11-18

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 Google Sheets
Combine it with other QuickBooks and Slack 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.

slack_alert_for_every_new_quickbooks_invoice.pyexample

from clickruntime import on_event, credentials, http, notify
API = "https://quickbooks.api.intuit.com/v3/company/1234567890"  # your QuickBooks company id

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

@on_event
def handle(event):
    posted = 0
    for note in (event.json or {}).get("eventNotifications", []):
        for e in note["dataChangeEvent"]["entities"]:
            if e["name"] != "Invoice" or e["operation"] != "Create":
                continue
            inv = qb("GET", f"/invoice/{e['id']}")["Invoice"]
            notify.slack(f":receipt: Invoice {inv.get('DocNumber')} – {inv['CustomerRef']['name']}, "
                         f"${inv['TotalAmt']:,.2f}, due {inv.get('DueDate')}", channel="#finance")
            posted += 1
    return {"posted": posted}

FAQ

Common questions

How does QuickBooks tell ClickRuntime about new invoices?

Through a QuickBooks webhook for Invoice events, pointed at your automation's trigger link in the Intuit developer settings.

Will edited invoices post again?

No. Only events marked as Create are posted. Updates are ignored.

Can I include the invoice link?

Yes, ask for a link to the invoice in QuickBooks to be added to each message.

What permissions does it need?

QBO accounting read; Slack chat:write. 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.

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