How does Abby Connect integrate with QuickBooks Online?
The integration uses Zapier to send call and message data from Abby Connect into QuickBooks Online. This allows new call records and messages to create or update entries in QuickBooks without manual data entry.
Can QuickBooks update or change information in Abby Connect?
No, this integration is one-way only. Data flows from Abby Connect into QuickBooks Online. QuickBooks cannot push updates, create records, or modify any settings or information inside Abby Connect.
What call details are shared with QuickBooks Online?
When a call is logged, Abby sends caller ID, receptionist name, called number, transfer number, call notes, and the exact start time and date. These fields can then be mapped to specific areas in QuickBooks.
How do I set up the Abby Connect and QuickBooks integration?
To connect, create a Zapier account and generate an API key in your Abby Connect portal under Settings > Integrations > Zapier. Then build a Zap that uses Abby triggers, selecting QuickBooks Online as the action app.
Which Abby triggers are available for QuickBooks workflows?
Two triggers are available in Zapier: New Call Record and New Message. These triggers allow you to automate sending caller information, notes, or custom message fields into QuickBooks Online workflows.