Fresh Proposals + QuickBooks Online
Create QuickBooks Online customers from newly won proposals in Fresh Proposals
Fresh Proposals and Quickbooks combined can streamline the account receivable process for you. Send new proposals with your leads, and then add their contact details to QuickBooks for accounting purpose, so whenever you win a deal with this integration, you can automate it. Automatically create customers from won proposals created in Fresh Proposals so you never have to copy and paste data again.
Fresh Proposals and Quickbooks combined can streamline the account receivable process for you. Send new proposals with your leads, and then add their contact details to QuickBooks for accounting purpose, so whenever you win a deal with this integration, you can automate it. Automatically create customers from won proposals created in Fresh Proposals so you never have to copy and paste data again.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted by client .
- automatically do this!Create Customer
Triggered when you add a new customer.
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Client Created
Triggers when a new Company is added in Fresh Proposals .
Try ItProposal Created
Triggers when a new Proposal is created .
Try ItProposal Rejected
Triggers when a proposal rejected by client .
Try ItCompanyNameRequired
Company Web Site Url
Company AddressLine1
Company AddressLine2
Company City
Company State
Company Country
Company Zip address
OfficeMobileNo
Contact First NameRequired
Contact Last NameRequired
Contact Email AddressRequired
Contact Mobile Number
Company Contact Added
trigger when new contact added/updated in freshproposals
Try ItProposal Accepted
Triggers when a proposal is accepted by client .
Try ItProposal Sent
Triggers when a proposal is sent by a team member .
Try ItTemplate IdRequired
Proposal NameRequired
DueDateRequired
Client NameRequired
Contact EmailRequired
