This article is linked to understanding automation
This article will show you how to set-up alerts/notifications for your Xero syncs. The same logic applies to Quickbooks
This looks at adding an action to the system triggers
Go to preferences > Automation
Select system trigger “Xero/Quickbooks Sync Done“ > Add Actions
Set an Action name then you can add a Task, Activity log, or Process
You can choose how you want to receive the alert in ‘Apply a Process‘ and can customize it in the subject and email body.
Message – Sends an email to the chosen recipient/s
Notification – Creates an alert on your Arthur dashboard or mobile phone if you have the Arthur App installed.
To add Mail Merge Fields just right-click in the email body.
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