QuickBooks
Large Unpaid Balance Alert
Get alerted when a customer balance exceeds your defined threshold.
Email alertLog to Google Sheet
QuickBooks
Overdue Invoice Follow-up
Stop chasing overdue invoices manually. This automation monitors your QuickBooks invoices daily and fires when it finds any with a remaining balance past the due date. It can send a payment reminder through QuickBooks and alert your finance team via email — so nothing falls through the cracks.
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 $0 and Due Date is before today
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.
Send invoice reminder
Send a payment reminder for the overdue QuickBooks invoice.
Email alert
Send an email summary to your team with the rows that triggered the automation.
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