Bidsketch + QuickBooks Online
Create QuickBooks customers for accepted or declined Bidsketch proposals
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.
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.
- When this happens...Proposal Accepted or Declined
Triggers when a proposal is either accepted or declined
- automatically do this!Create Customer
Triggered when you add a new customer.
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New Client
Triggered when a client is created through the API or in the Bidsketch app
Try ItNew Proposal
Triggers when a proposal is saved for the first time.
Try ItProposal Viewed
Triggers each time a proposal is viewed by a client
Try ItNameRequired
AmountRequired
Fee TypeRequired
DescriptionRequired
Unit
Quantity
Category
Status
Try ItProposal Sent to Client
Triggers each time a proposal is sent to a client
Try ItFirst NameRequired
Last NameRequired
Email AddressRequired
Company Name
Phone Number
Alternate Phone Number
Website
Address Street
Address Street 2
Address City
Address State
Address Country
Address Zip Code
Notes
Template
NameRequired
Client EmailRequired
Client's First NameRequired
Client's Last NameRequired
Description
Client's Company Name
Client's Phone Number
