Create a QuickBooks invoice on a new Onfleet Task creation

This workflow is ideal for:

• Small Business Owners: Those who use Onfleet for delivery management and QuickBooks for accounting can streamline their invoicing process.
• Accountants: Professionals managing multiple clients who require efficient invoice creation upon task completion.
• Logistics Managers: Individuals overseeing delivery tasks who need to ensure timely invoicing aligned with task completion.

This workflow addresses the challenge of manual invoicing after each delivery task is completed. By automating the invoice creation process in QuickBooks when a new task is created in Onfleet, it minimizes errors, saves time, and ensures that invoices are issued promptly, improving cash flow.

1. Onfleet Trigger: The workflow begins with a trigger that activates when a new task is created in Onfleet. This is identified by the unique webhook ID: 6d6a2bee-f83e-4ebd-a1d5-8708c34393dc.
2. QuickBooks Online: Once the task is created, the workflow automatically proceeds to create an invoice in QuickBooks Online. The invoice will include:
   • Line Items: These should be populated based on the task details.
   • Balance: Set to 0 to indicate no outstanding amount initially.
   • TxnDate: The date of the transaction should be filled out to reflect the date of the task.
   • ShipAddr: The shipping address can be included based on the task details.
   • BillEmail: The email address for billing can be specified to ensure the invoice reaches the right recipient.