Create new CompanyCam projects for each new QuickBooks Online customer
Streamline your customer management process with this easy workflow. When a new customer is added on your QuickBooks Online system, it automatically initiates a new project creation in your CompanyCam app. This seamless linkage between the two platforms saves you time and effort, ensuring every customer is promptly assigned a project, improving your efficiency and customer management.
Streamline your customer management process with this easy workflow. When a new customer is added on your QuickBooks Online system, it automatically initiates a new project creation in your CompanyCam app. This seamless linkage between the two platforms saves you time and effort, ensuring every customer is promptly assigned a project, improving your efficiency and customer management.
- When this happens...New Customer
Triggered when you add a new customer.
- automatically do this!Add Project
Creates a new project in your account.
- Free forever for core features
- 14 day trial for premium features & apps