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EZLynx + QuickBooks Online

Create customers in QuickBooks Online from new EZLynx commercial applicants

Keep your ledger up to date! This integration will create a customer in QuickBooks Online when a new commercial applicant is created in EZLynx, so you can avoid double-entry when it's time to invoice.

Keep your ledger up to date! This integration will create a customer in QuickBooks Online when a new commercial applicant is created in EZLynx, so you can avoid double-entry when it's time to invoice.

  1. When this happens...
    EZLynxEZLynx
    New Commercial Applicant

    Triggers when a new commercial applicant is added.

    TriggerInstant
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Customer

    Triggers when you add a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • EZLynx triggers, actions, and search

    New Applicant

    Triggers when a new applicant is added.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    New Commercial Applicant

    Triggers when a new commercial applicant is added.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    New Commercial Prospect

    Triggers when a new commercial prospect is added.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    Modified Applicant

    Triggers when an applicant is modified.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    Modified Commercial Applicant

    Triggers when a commercial applicant is modified.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    Modified Commercial Prospect

    Triggers when a commercial prospect is modified.

    Trigger
    Instant
    Try It
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About EZLynx

EZLynx provides innovative insurance software that helps streamline your agency’s workflow.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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