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
Triggers when you add a new customer.
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