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Create QuickBooks customers for accepted or declined Bidsketch proposals

  1. When this happensStep 1: Proposal Accepted or Declined

  2. Then do thisStep 2: Create Customer

Whether your Bidsketch proposals are accepted or declined, this Zap can make sure you have that information accurately stored on QuickBooks Online as well. It will trigger whenever a Bidsketch proposal is accepted or denied, automatically adding a new customer on QuickBooks Online every time.

How It Works

  1. A proposal is accepted or declined on Bidsketch
  2. Zapier automation creates a new customer on QuickBooks Online

What You Need

  • Bidsketch account
  • QuickBooks Online account
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Connect Bidsketch + QuickBooks Online in Minutes

It's easy to connect Bidsketch + QuickBooks Online and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Client

Triggered when a client is created through the API or in the Bidsketch app

InstantNew Proposal

Triggers when a proposal is saved for the first time.

InstantProposal Viewed

Triggers each time a proposal is viewed by a client

Create Bill (Account Based)

Create a new bill, optionally tied to a customer (with line item support).

Create Credit Memo

Creates a new credit memo.

InstantProposal Accepted or Declined

Triggers when a proposal is either accepted or declined

InstantProposal Sent to Client

Triggers each time a proposal is sent to a client

Create Bill (Item Based)

Create a new bill, optionally tied to a customer.

Create Bill (Item Based)

Create a new bill, optionally tied to a customer (with line item support).

Create Customer

Adds a new customer.

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