Popular ways to use AccountEdge workflows

• Add new sales orders and quotes in AccountEdge to Google Sheets rows

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  AccountEdge, Google Sheets

  AccountEdge + Google Sheets

  More details

  1. 

     When this happens

     Step 1: Sale Order & Quote

  2. 

     Then do this

     Step 2: Create Spreadsheet Row

  See Zap detailsTry it

  Add new sales orders and quotes in AccountEdge to Google Sheets rows

  

  by Zapier

  Zapier

  Add new sales orders and quotes in AccountEdge to Google Sheets rows

  Try it

  • 
  • 

  AccountEdge, Google Sheets

  AccountEdge + Google Sheets

• Log new AccountEdge sales order and quote line item details in Google Sheets rows

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  AccountEdge, Google Sheets

  AccountEdge + Google Sheets

  More details

  1. 

     When this happens

     Step 1: Sale Order & Quote

  2. 

     Then do this

     Step 2: Create Spreadsheet Row(s)

  See Zap detailsTry it

  Log new AccountEdge sales order and quote line item details in Google Sheets rows

  

  by Zapier

  Zapier

  Log new AccountEdge sales order and quote line item details in Google Sheets rows

  Try it

  • 
  • 

  AccountEdge, Google Sheets

  AccountEdge + Google Sheets

• Create AccountEdge customers from new Google Sheets rows

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  Google Sheets, AccountEdge

  Google Sheets + AccountEdge

  More details

  1. 

     When this happens

     Step 1: New Spreadsheet Row

  2. 

     Then do this

     Step 2: Create Customer

  See Zap detailsTry it

  Create AccountEdge customers from new Google Sheets rows

  

  by Zapier

  Zapier

  Create AccountEdge customers from new Google Sheets rows

  Try it

  • 
  • 

  Google Sheets, AccountEdge

  Google Sheets + AccountEdge

• Add new AccountEdge customers as Mailchimp subscribers

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  AccountEdge, Mailchimp

  AccountEdge + Mailchimp

  More details

  1. 

     When this happens

     Step 1: Customer

  2. 

     Then do this

     Step 2: Add/Update Subscriber

  See Zap detailsTry it

  Add new AccountEdge customers as Mailchimp subscribers

  

  by Zapier

  Zapier

  Add new AccountEdge customers as Mailchimp subscribers

  Try it

  • 
  • 

  AccountEdge, Mailchimp

  AccountEdge + Mailchimp

• Create customers in AccountEdge from new or updated Google Contacts

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  Google Contacts, AccountEdge

  Google Contacts + AccountEdge

  More details

  1. 

     When this happens

     Step 1: New or Updated Contact

  2. 

     Then do this

     Step 2: Create Customer

  See Zap detailsTry it

  Create customers in AccountEdge from new or updated Google Contacts

  

  by Zapier

  Zapier

  Create customers in AccountEdge from new or updated Google Contacts

  Try it

  • 
  • 

  Google Contacts, AccountEdge

  Google Contacts + AccountEdge

• Create vendors in AccountEdge from new Google Sheets spreadsheet rows

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  Google Sheets, AccountEdge

  Google Sheets + AccountEdge

  More details

  1. 

     When this happens

     Step 1: New Spreadsheet Row

  2. 

     Then do this

     Step 2: Create Vendor

  See Zap detailsTry it

  Create vendors in AccountEdge from new Google Sheets spreadsheet rows

  

  by Zapier

  Zapier

  Create vendors in AccountEdge from new Google Sheets spreadsheet rows

  Try it

  • 
  • 

  Google Sheets, AccountEdge

  Google Sheets + AccountEdge

• Log new AccountEdge purchase orders in Google Sheets rows

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  AccountEdge, Google Sheets

  AccountEdge + Google Sheets

  More details

  1. 

     When this happens

     Step 1: Purchase Order

  2. 

     Then do this

     Step 2: Create Spreadsheet Row

  See Zap detailsTry it

  Log new AccountEdge purchase orders in Google Sheets rows

  

  by Zapier

  Zapier

  Log new AccountEdge purchase orders in Google Sheets rows

  Try it

  • 
  • 

  AccountEdge, Google Sheets

  AccountEdge + Google Sheets

• Store new sales invoices in AccountEdge in Google Sheets rows

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  AccountEdge, Google Sheets

  AccountEdge + Google Sheets

  More details

  1. 

     When this happens

     Step 1: Sale Invoice

  2. 

     Then do this

     Step 2: Create Spreadsheet Row

  See Zap detailsTry it

  Store new sales invoices in AccountEdge in Google Sheets rows

  

  by Zapier

  Zapier

  Store new sales invoices in AccountEdge in Google Sheets rows

  Try it

  • 
  • 

  AccountEdge, Google Sheets

  AccountEdge + Google Sheets

• 

  Customer

  Triggers when a new customer is created.

  Trigger

  Scheduled
• 

  Lead

  Triggers when a new lead is created.

  Trigger

  Scheduled
• 

  Purchase Order

  Triggers when a new purchase order is created.

  Trigger

  Scheduled
• 

  Sale Invoice

  Triggers when a new sale invoice is created.

  Trigger

  Scheduled
• 

  Sale Order & Quote

  Triggers when a new sale order or quote is created.

  Trigger

  Scheduled
• 

  Update Customer

  Triggers when a customer record is updated.

  Trigger

  Scheduled
• 

  Update Lead

  Triggers when a lead record is updated.

  Trigger

  Scheduled
• 

  Update Vendor

  Triggers when a vendor record is updated.

  Trigger

  Scheduled
• AccountEdge

  Triggers when a new vendor is created.

  Scheduled

  Trigger

• AccountEdge

  Creates a Customer

  Scheduled

  Action

• AccountEdge

  Creates a Vendor.

  Scheduled

  Action

• AccountEdge

  Update a Customer

  Scheduled

  Action

• AccountEdge

  Update a Vendor

  Scheduled

  Action