Act! + QuickBooks Online
Create QuickBooks Online customers from new Act! contacts
Instantly streamline your workflow by connecting your Act! and QuickBooks Online accounts. With this setup, every time you add a new contact in Act!, the system will create a customer in QuickBooks Online. It's a seamless way to ensure all your contact data is consistent and up-to-date across both platforms, saving you time and reducing chances of data duplication.
Instantly streamline your workflow by connecting your Act! and QuickBooks Online accounts. With this setup, every time you add a new contact in Act!, the system will create a customer in QuickBooks Online. It's a seamless way to ensure all your contact data is consistent and up-to-date across both platforms, saving you time and reducing chances of data duplication.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Triggered when you add a new customer.
- Free forever for core features
- 14 day trial for premium features & apps
New Contact
Triggers when a new contact is created.
Try ItNew Opportunity
Triggers when a new opportunity is created.
Try ItContactRequired
Note TextRequired
Private
Company
ID/Status
Referred By
First Name
Last Name
Email
Title
Business Phone
Mobile Phone
Business Address Line 1
Business Address Line 2
Business Address City
Business Address State
Business Address Zip Code
Business Country
Website
Last Results
Contact Updated
Triggers when a Contact is updated.
Try ItActivity TypeRequired
Regarding
Schedule WithRequired
Start TimeRequired
End TimeRequired
Details
Location
Priority
Is Private
Name
ContactRequired
Estimated Close DateRequired
Status
Stage
Probability
Actual Close Date
Competitor
Referred By
Reason
TypeRequired
ContactRequired
Regarding
Details
Start TimeRequired
End TimeRequired
Private
