Jetpack Workflow + Proposify + QuickBooks Online Integrations
How to connect Jetpack Workflow + Proposify + QuickBooks Online
Zapier lets you send info between Jetpack Workflow and Proposify and QuickBooks Online automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
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Do even more with Jetpack Workflow + Proposify + QuickBooks Online
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Jetpack Workflow, Proposify, and QuickBooks Online. And don’t forget that you can add more apps and actions to create complex workflows.
New Client
Triggers when a new client is created.
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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
Updated Client
Triggers when a client has been updated.
Try ItCompany Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
Search QueryRequired
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
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How Jetpack Workflow + Proposify + QuickBooks Online Integrations Work
- Step 1: Authenticate Jetpack Workflow, Proposify, and QuickBooks Online.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Jetpack Workflow
Workflow Software Built To Help Your Growing Firm
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About Proposify
Streamline your proposals in the cloud with designer-friendly proposal software.
Related categories
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.
