Create text files in Dropbox for new QuickBooks Online customers
Easily stay organized with your new customers in QuickBooks Online by creating a dedicated text file for them in Dropbox. With this automation, every time you add a new customer in QuickBooks Online, a text file will be generated in Dropbox, ensuring you have all the necessary information saved in one convenient location. This workflow not only saves time but also keeps your customer records consistently updated across both platforms.
Easily stay organized with your new customers in QuickBooks Online by creating a dedicated text file for them in Dropbox. With this automation, every time you add a new customer in QuickBooks Online, a text file will be generated in Dropbox, ensuring you have all the necessary information saved in one convenient location. This workflow not only saves time but also keeps your customer records consistently updated across both platforms.
- When this happens...New Customer
Triggered when you add a new customer.
- automatically do this!Create Text File
Creates a brand new text file from plain text content you specify.
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