QuickBooks
Overdue Invoice Follow-up
Automatically follow up on invoices that are past due with an outstanding balance.
Send invoice reminderEmail alert
QuickBooks
Large Unpaid Balance Alert
Keep your accounts receivable in check. This automation watches QuickBooks customer records and triggers when any customer's balance crosses a dollar threshold you set. Get an email alert and an automatic log entry in Google Sheets so finance can prioritize collections.
How it works
Three steps to automate
01
Connect your data source
Link your QuickBooks, Salesforce, HubSpot, or any supported platform. Brooked syncs the data to a Google Sheet automatically.
02
Set your trigger
Choose a condition — value thresholds, new rows, or let AI evaluate the data. Configure the check schedule: hourly, daily, or weekly.
03
Choose your actions
Pick what happens when the trigger fires: email alerts, Slack messages, Google Sheets logs, Salesforce tasks, QuickBooks invoices, and more.
Trigger
Condition match
Fires when rows in your connected data source match specific conditions you define — thresholds, status changes, date checks, and more.
Default condition
Balance is greater than $5,000
Schedule
Once a day
Brooked checks your QuickBooks data once a day. When the trigger condition is met, your configured actions fire automatically. You can adjust the frequency any time.
HourlyDailyWeekly
Actions
What happens when it fires
Every action runs automatically. Add or remove actions any time without rebuilding the automation.
Email alert
Send an email summary to your team with the rows that triggered the automation.
Log to Google Sheet
Append triggered rows to a Google Sheets tab for tracking and audit.
Related
More automations
Salesforce
Stale Opportunity Alert
Flag opportunities that are past their close date and still open.
Create Salesforce taskEmail alert
Salesforce
New High-Value Lead Routing
Route new leads to your sales team the moment they appear in Salesforce.
Create Salesforce taskEmail alert
Get your spreadsheet hours back
Brooked sets up in seconds. Your team is querying live data before lunch.
Get started free
