Add tags in BenchmarkONE from new QuickBooks payments
Managing payments is incredibly important - so is communicating accurately with your customers. Use Zapier to integrate your CRM and accounting tools so you know when customers have made payments, know how many payments they have made, and are set up to automatically email them.
Managing payments is incredibly important - so is communicating accurately with your customers. Use Zapier to integrate your CRM and accounting tools so you know when customers have made payments, know how many payments they have made, and are set up to automatically email them.
- When this happens...New Payment
Triggered when a payment is received (with line item support).
- automatically do this!Add Tag
Adds tag to contact. If contact does not exist, this action creates contact and adds tags.
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