Find or create customers in QuickBooks Online from new clients in Estimate Rocket
Need an easier way to keep your client list up to date? Whenever there's a new Estimate Rocket client, this Zap will automatically search for them by email address in QuickBooks Online. If they don't exist already, they'll be added as a customer.
Need an easier way to keep your client list up to date? Whenever there's a new Estimate Rocket client, this Zap will automatically search for them by email address in QuickBooks Online. If they don't exist already, they'll be added as a customer.
- When this happens!New Client
Triggers when a new client is created.
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