Create new CompanyCam projects from new QuickBooks Online estimates
This workflow initiates when a new estimate is created in QuickBooks Online and subsequently adds a project within the CompanyCam app. Improve your accounting efficiency and project management simultaneously, by ensuring all your financial estimates are paired with their corresponding projects. This automation streamlines your business processes, saving you valuable time and reducing the risk of miscommunication.
This workflow initiates when a new estimate is created in QuickBooks Online and subsequently adds a project within the CompanyCam app. Improve your accounting efficiency and project management simultaneously, by ensuring all your financial estimates are paired with their corresponding projects. This automation streamlines your business processes, saving you valuable time and reducing the risk of miscommunication.
- When this happens...New Estimate
Triggered when you add a new estimate.
- automatically do this!Add Project
Creates a new project in your account.
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