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QuickBooks Online + Tallyfy

Launch a custom follow-up process for new QuickBooks estimates

Money normally doesn't arrive like magic when you send an estimate or proposal to a client. In fact - the average sale takes 7 follow-ups to actually close!

Money normally doesn't arrive like magic when you send an estimate or proposal to a client. In fact - the average sale takes 7 follow-ups to actually close!

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Estimate

    Triggers when you add a new estimate.

    TriggerInstant
  2. automatically do this!
    TallyfyTallyfy
    Launch Process

    Launch a new process using a templates.

    ActionWrite
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Supported triggers and actions

  • QuickBooks Online triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Polling
    Try It
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About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Related categories

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About Tallyfy

Tallyfy is a workflow platform that eliminates chaos from your repeatable processes - freeing up your time.

Related categories

Triggers & Actions