installHUB + QuickBooks Online
Create new QuickBooks Online customers when new jobs are added in installHUB
Whenever a job is added within installHUB, this workflow instantly creates a customer profile in QuickBooks Online. This streamlines your finance processes and eliminates the need for manual data transfers from one platform to another. Boost your efficiency and ensure accurate record-keeping for every new job you undertake.
Whenever a job is added within installHUB, this workflow instantly creates a customer profile in QuickBooks Online. This streamlines your finance processes and eliminates the need for manual data transfers from one platform to another. Boost your efficiency and ensure accurate record-keeping for every new job you undertake.
- When this happens...Job Added
Triggers when a new job is created in your EV-comply account
- automatically do this!Create Customer
Triggers when you add a new customer.
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Job Status Changed
Triggers when the status changes for a job
Try ItAppointment Created
Triggers when a new appointment is created.
Try ItPayment Received
Triggers when a new payment is received from a customer
Try ItJob IDRequired
StatusRequired
Job Submitted to DNO
Triggers when the job is submitted to a DNO
Try ItJob Added
Triggers when a new job is created in your EV-comply account
Try ItEnquiry Form LinkRequired
Send email to customerRequired
Status
Company Name
Company Phone Number
Company Email
Title
First NameRequired
Last NameRequired
Mobile
Landline
Customer Email AddressRequired
Consent To Receive EmailsRequired
Consent To Receive CallsRequired
Building Number
Address Building Name
Address Line 1Required
Address Line 2
Address Line 3
Address Line 4
TownRequired
PostcodeRequired
Product Names
Product Codes
Is Standard Job?
SearchRequired
