Create new Podio items for every new QuickBooks Online customer
Maintain a seamless link between your QuickBooks Online and Podio apps for optimized efficiency. When you register a new customer in QuickBooks Online, this workflow instantly creates a corresponding item in Podio. This way, you ensure consistency in customer data across both financial and project management platforms, leading to smoother operations and better productivity. Enjoy the convenience of having two synchronized platforms without the extra manual work.
Maintain a seamless link between your QuickBooks Online and Podio apps for optimized efficiency. When you register a new customer in QuickBooks Online, this workflow instantly creates a corresponding item in Podio. This way, you ensure consistency in customer data across both financial and project management platforms, leading to smoother operations and better productivity. Enjoy the convenience of having two synchronized platforms without the extra manual work.
- When this happens...New Customer
Triggered when you add a new customer.
- automatically do this!Create Item
Triggers when you add a new item, record or entry to an app (standard or custom).
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