Create new CompanyCam projects for each new QuickBooks Online customer
This workflow helps streamline your company's operations by actively connecting QuickBooks Online to CompanyCam. Whenever you add a new customer in QuickBooks Online, a corresponding project is instantly created in CompanyCam. This seamless integration improves data consistency across platforms, making customer and project management simpler and more efficient.
This workflow helps streamline your company's operations by actively connecting QuickBooks Online to CompanyCam. Whenever you add a new customer in QuickBooks Online, a corresponding project is instantly created in CompanyCam. This seamless integration improves data consistency across platforms, making customer and project management simpler and more efficient.
- When this happens...New Customer
Triggered when you add a new customer.
- automatically do this!Add Project
Creates a new project in your account.
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