Jetpack Workflow + QuickBooks Online
Create QuickBooks Online customers for new Jetpack Workflow clients
Make sure your client info gets added to all of your tools so they don't fall through the cracks. If you want new Jetpack Workflow clients that you create to have a corresponding QuickBooks Online customer, this integration can create the QuickBooks Online customer and set Jetpack Workflow up to be associated with the new customer. It's never been easier to get all of your tools updated to service your clients properly.
Make sure your client info gets added to all of your tools so they don't fall through the cracks. If you want new Jetpack Workflow clients that you create to have a corresponding QuickBooks Online customer, this integration can create the QuickBooks Online customer and set Jetpack Workflow up to be associated with the new customer. It's never been easier to get all of your tools updated to service your clients properly.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this...Create Customer
Triggered when you add a new customer.
- then do this!Update Client
Updates a Client
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New Client
Triggers when a new client is created.
Try ItTemplate
Job Name
Client ID
Job Manager
Description
Due
Client IDRequired
Company Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
Search QueryRequired
Company Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
