Create new QuickBooks Online customers from signed Better Proposals proposals
Streamline your workflow with this ingenious automation! As soon as a proposal gets signed in Better Proposals, it instantly creates a new customer in your QuickBooks Online account. Not only will this process save time and reduce administrative workload, but it will also ensure your customer data is kept up-to-date and organized. Get your sales and accounting teams working in perfect harmony today!
Streamline your workflow with this ingenious automation! As soon as a proposal gets signed in Better Proposals, it instantly creates a new customer in your QuickBooks Online account. Not only will this process save time and reduce administrative workload, but it will also ensure your customer data is kept up-to-date and organized. Get your sales and accounting teams working in perfect harmony today!
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- 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 Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItNew Account
Triggered when you add a new account.
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
New Bill
Triggers when a new bill is added.
Try It