Scheduler
trigger
→ quake_create_jobSchedule: Hourly Sync - Wakes up the agent to check for new revenue events.
The "Placement-to-Profit" Pipeline
This workflow automates the financial handover from your consultants to your accounts team. By linking Itris (your front office) directly to QuickBooks (your back office), we ensure that every placement is invoiced accurately and on time, while securely backing up your data.
The Logic:
The Sentinel: The system monitors Itris for any placements that have been updated or approved in the last hour.
The Data Vault: We immediately extract the successful Candidate and Client details and secure them in Quake Core. This gives you a permanent, vendor-neutral record of your placements for reporting and compliance.
The Ledger (Bill): The agent takes the financial data (rates, hours, client details) and instantly generates a draft invoice in QuickBooks. This means your invoices are ready to send the moment the placement starts.
The Paymaster (Pay): Since complex payroll setup often requires a human eye (tax codes, NI numbers), the agent creates a high-priority "New Starter Payroll" task in Quake, pre-filled with all the candidate's details. This alerts your finance manager to finalize the payroll entry, ensuring no admin steps are missed.
→ quake_create_jobSchedule: Hourly Sync - Wakes up the agent to check for new revenue events.
→ Placement_SelectByLastModifiedFromGet Recent Placements - Queries Itris for placements modified or created since the last run.
→ quake_upsert_candidateSecure Candidate (Quake) - Backs up the placed candidate's details to Quake Core for safe-keeping.
→ quake_create_clientSecure Client (Quake) - Ensures the Client record exists in Quake Core to link the transaction.
→ createInvoiceGenerate Sales Invoice - Creates a draft invoice in QuickBooks based on the Itris placement fees.
→ quake_create_taskTask: Setup Payroll - Creates a task for Finance to finalize tax/payroll setup for the new starter.