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BenchmarkONE + QuickBooks Online

Add tags in BenchmarkONE from new QuickBooks payments

Managing payments is incredibly important - so is communicating accurately with your customers. Use Zapier to integrate your CRM and accounting tools so you know when customers have made payments, know how many payments they have made, and are set up to automatically email them.

Managing payments is incredibly important - so is communicating accurately with your customers. Use Zapier to integrate your CRM and accounting tools so you know when customers have made payments, know how many payments they have made, and are set up to automatically email them.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Payment

    Triggered when a payment is received (with line item support).

    TriggerScheduled
  2. automatically do this!
    BenchmarkONEBenchmarkONE
    Add Tag

    Adds tag to contact. If contact does not exist, this action creates contact and adds tags.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • QuickBooks Online triggers, actions, and search

    New Account

    Triggered when you add a new account.

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search

    New Invoice

    Triggered when you add a new invoice (with line item support).

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search

    New Sales Receipt

    Triggered when a new sales receipt is added (with line item support).

    Trigger
    Scheduled
    Try It
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About BenchmarkONE

Keep tabs on your contacts, automatically follow up on them, and track your marketing with smart insights in BenchmarkONE's simple CRM.
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Related categories

  • CRM (Customer Relationship Management)

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About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

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