Bonsai + QuickBooks Online

Update Bonsai clients when QuickBooks Online customers are updated

Keep your customer information up-to-date seamlessly across all platforms with this workflow. Whenever there's an update to a customer's information in QuickBooks Online, the same will reflect in the Bonsai app as a new client. This ensures that your customer data in Bonsai stays current, saving you the hassle of manual input. This automation serves as a bridge between QuickBooks Online and Bonsai, streamlining your customer management processes.

Keep your customer information up-to-date seamlessly across all platforms with this workflow. Whenever there's an update to a customer's information in QuickBooks Online, the same will reflect in the Bonsai app as a new client. This ensures that your customer data in Bonsai stays current, saving you the hassle of manual input. This automation serves as a bridge between QuickBooks Online and Bonsai, streamlining your customer management processes.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    Updated Customer

    Triggers when an existing customer is updated.

    TriggerInstant
  2. automatically do this!
    BonsaiBonsai
    Create Client

    Creates a client lead on Bonsai

    ActionWrite
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Supported triggers and actions

  • QuickBooks Online triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Polling
    Try It
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About Bonsai

Bonsai is a business management platform designed to help agencies and professional service companies deliver great client work.
Learn more

Related categories

  • Project Management

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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quickbooks logo

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Related categories

  • Accounting

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