Automate Notifications for New QuickBooks Events in Microsoft Teams
Automatically send detailed messages to Microsoft Teams when new events are created in QuickBooks, such as invoices, bills, and payments.
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This workflow monitors QuickBooks for the creation of various financial documents, including invoices, bills, sales receipts, estimates, payments, purchase orders, purchases, and refund receipts. Upon detecting a new event, it retrieves detailed information about the document and sends a formatted message to a specified Microsoft Teams channel, ensuring your team stays informed about important financial activities.
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Last updated August 22, 2026
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How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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