Update tasks in Any.do Personal when new customers are created in QuickBooks Online
Easily stay on top of your new customers with this QuickBooks Online and Any.do Personal workflow. When a new customer is added in QuickBooks Online, this automation updates a designated task in Any.do so you can manage your client follow-ups more efficiently. Focus on building relationships while ensuring no new client slips through the cracks.
Easily stay on top of your new customers with this QuickBooks Online and Any.do Personal workflow. When a new customer is added in QuickBooks Online, this automation updates a designated task in Any.do so you can manage your client follow-ups more efficiently. Focus on building relationships while ensuring no new client slips through the cracks.
- When this happens...New Customer
Triggered when you add a new customer.
- automatically do this!Update Task
Updates an existing task.
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