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
- A proposal is accepted or declined on Bidsketch
- Zapier automation creates a new customer on QuickBooks Online
What You Need
- Bidsketch account
- QuickBooks Online account
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Triggered when a client is created through the API or in the Bidsketch app
Creates a new client
Triggers each time a proposal is sent to a client
This starts a new proposal
Triggers when a proposal is either accepted or declined
Creates a new fee
Triggered when a payment is received (with line item support).
Adds a new customer.
Triggered when a new vendor is added.
Adds a new sales receipt (with line item support).