Create new QuickBooks Online customers from new Cognito Forms entries
Effortlessly manage your new customer information from Cognito Forms by automatically creating a customer in QuickBooks Online with this workflow. Whenever a new entry is submitted in Cognito Forms, this integration will instantly create a customer in your QuickBooks Online account, making it easy to keep track of client data and streamline your onboarding process. Stay organized and save time by automating your customer management process.
Effortlessly manage your new customer information from Cognito Forms by automatically creating a customer in QuickBooks Online with this workflow. Whenever a new entry is submitted in Cognito Forms, this integration will instantly create a customer in your QuickBooks Online account, making it easy to keep track of client data and streamline your onboarding process. Stay organized and save time by automating your customer management process.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Customer
Triggered when you add a new customer.
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