Better Proposals + QuickBooks Online

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!

  1. When this happens...
    Better ProposalsBetter Proposals
    Proposal Signed

    Triggers when a proposal is signed.

    TriggerScheduled
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Customer

    Triggers when you add a new customer.

    ActionWrite
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Supported triggers and actions