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.
- When this happens...Updated Customer
Triggered when an existing customer is updated.
- automatically do this!Create Client
Creates a client lead on Bonsai
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