CASEpeer + QuickBooks Online
Create new QuickBooks Online customers from new CASEpeer leads
Transform new leads from CASEpeer into customers in QuickBooks Online with this seamless workflow. When a lead is added in CASEpeer, their details are instantly transferred to QuickBooks Online, creating a new customer entry. It not only saves you time on data entry but also ensures that your records are up-to-date across platforms. Stay organized and efficient with this effective connection, enhancing your sales and account management efforts.
Transform new leads from CASEpeer into customers in QuickBooks Online with this seamless workflow. When a lead is added in CASEpeer, their details are instantly transferred to QuickBooks Online, creating a new customer entry. It not only saves you time on data entry but also ensures that your records are up-to-date across platforms. Stay organized and efficient with this effective connection, enhancing your sales and account management efforts.
- When this happens...New Lead
Triggers when a new lead is captured.
- automatically do this!Create Customer
Triggered when you add a new customer.
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Case Status Change
Triggers when a case changes status.
Try ItNew Case
Triggers when a new case is created.
Try ItCase TypeRequired
Phone TypeRequired
Date Of InjuryRequired
Phone NumberRequired
First NameRequired
Last NameRequired
Middle Name
Email
Nick Name
Source Type
Source Detail
Date of Birth
Language
Incident Description
Description of Injuries
Case StatusRequired
TaskRequired
Priority
CaseRequired
Created ByRequired
Assigned ToRequired
Urgent
Due DateRequired
Date To Show
Received Client Text Message
Triggers when a client sends a text message.
Try ItNew Lead
Triggers when a new lead is captured.
Try ItCase NoteRequired
CaseRequired
First NameRequired
Last NameRequired
EmailRequired
Phone
Phone ext.
Call Time
Source
Date of Incident
Accident Type
Description of Injuries
Description of Accident
Source Number
Patched To
Patched From
Write in Date of Incident
Caller
General Description
