Create new Copilot clients from new QuickBooks Online accounts
Streamline your workflow with this automation that connects QuickBooks Online and Copilot. Whenever a new account is added in QuickBooks Online, a client is simultaneously created in Copilot. This efficient process eliminates manual data entry, ensuring your client information remains consistent across both platforms. Improve your productivity by letting this seamless integration take care of your client management tasks.
Streamline your workflow with this automation that connects QuickBooks Online and Copilot. Whenever a new account is added in QuickBooks Online, a client is simultaneously created in Copilot. This efficient process eliminates manual data entry, ensuring your client information remains consistent across both platforms. Improve your productivity by letting this seamless integration take care of your client management tasks.
- When this happens...New Account
Triggers when you add a new account.
- automatically do this!Create Client
Creates a new client.
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