checklist
Automation kickoff checklist
Step-by-step to inventory triggers, map Toolfy fields, and test Zapier and QuickBooks syncs without breaking billing.
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Automation
Connect Toolfy with Zapier, QuickBooks, and ChatGPT Apps so intakes, invoices, and status updates stay in sync without a developer.
Turn quotes, deposits, reminders, and Slack alerts into one Zapier-powered invoicing flow without waiting on engineering.
Balance Stripe instant payouts, pay-by-bank receipts, and processing fees so QuickBooks stays in lockstep with Toolfy invoices.
Walkthrough for letting office staff (or customers) create Toolfy jobs straight from ChatGPT conversations via the MCP integration.
Enablement pack
Zapier, QuickBooks, and ChatGPT Apps recipes that keep intakes, invoices, and payout status in sync.
checklist
Step-by-step to inventory triggers, map Toolfy fields, and test Zapier and QuickBooks syncs without breaking billing.
brief
One-pager for leadership that outlines scope, required data, and measurable impact for each automation cluster.