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ClickFunnels Classic + QuickBooks Online

Add tags to ClickFunnels Classic emails when new QuickBooks Online invoices are created

Effortlessly manage your customer tags in ClickFunnels Classic when new invoices are created in QuickBooks Online. With this automation, each time a new invoice is generated in QuickBooks Online, a tag will be added to the corresponding customer's email in ClickFunnels Classic. This streamlined workflow helps you keep customer information up-to-date and organized, allowing for better targeting and communication with your clients.

Effortlessly manage your customer tags in ClickFunnels Classic when new invoices are created in QuickBooks Online. With this automation, each time a new invoice is generated in QuickBooks Online, a tag will be added to the corresponding customer's email in ClickFunnels Classic. This streamlined workflow helps you keep customer information up-to-date and organized, allowing for better targeting and communication with your clients.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Invoice

    Triggered when you add a new invoice.

    TriggerScheduled
  2. automatically do this!
    ClickFunnels ClassicClickFunnels Classic
    Add Tag to Email

    Add a Tag to a Contact Profile by Email.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • QuickBooks Online triggers, actions, and search

    New Account

    Triggered when you add a new account.

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search

    New Invoice

    Triggered when you add a new invoice (with line item support).

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search

    New Sales Receipt

    Triggered when a new sales receipt is added (with line item support).

    Trigger
    Scheduled
    Try It
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About ClickFunnels Classic

Create beautiful landing pages and complete marketing funnels.
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Related categories

  • Marketing Automation

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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.

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