Aisle Planner + QuickBooks Online
Create new QuickBooks Online customers from new Aisle Planner projects
Effortlessly streamline your workflow between Aisle Planner and QuickBooks Online with this automation. Whenever a new project kicks off in Aisle Planner, a new customer is instantly created in QuickBooks Online. This not only saves time but also ensures accurate data transfers and faster customer management. Start managing your customer data effectively, letting this automation process handle the repetitive tasks.
Effortlessly streamline your workflow between Aisle Planner and QuickBooks Online with this automation. Whenever a new project kicks off in Aisle Planner, a new customer is instantly created in QuickBooks Online. This not only saves time but also ensures accurate data transfers and faster customer management. Start managing your customer data effectively, letting this automation process handle the repetitive tasks.
- When this happens...Project
Trigger when a new project is created.
- automatically do this!Create Customer
Triggered when you add a new customer.
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New Lead
Trigger when a new lead is created.
Try ItPayment Paid
Trigger when a new payment is made.
Try ItContact first nameRequired
Contact last nameRequired
Contact company name
Role
Venue name
Contact primary email
Contact primary phone
Contact primary website
Contact address line 1
Contact address line 2
Contact city
Contact state
Contact postcode
Contact country
Event location city
Event location state
Project name
Project typeRequired
Estimated guest count
Budget currencyRequired
Estimated budget
Project Date Format
Project date
Lead source
Service type
Lead status
Notes
New Account
Triggered when you add a new account.
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Project
Trigger when a new project is created.
Try ItProject nameRequired
Project templateRequired
Event location city
Event location state
TimezoneRequired
Project Date FormatRequired
Project dateRequired
Estimated guest count
Budget currencyRequired
Estimated budget
Project templateRequired
Event location city
Event location state
TimezoneRequired
Project Date FormatRequired
Project dateRequired
Estimated guest count
Budget currencyRequired
Estimated budget
Project party role 1Required
Project party firstname 1Required
Project party lastname 1Required
Project party role 2Required
Project party firstname 2Required
Project party lastname 2Required
New Bill
Triggers when a new bill is added.
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