Jetpack Workflow + QuickBooks Online
Create new QuickBooks Online customers from new clients in Jetpack Workflow
Streamline your client management process by linking your Jetpack Workflow and QuickBooks Online. With this workflow, as soon as a new client is added in Jetpack Workflow, a corresponding customer entry gets created in QuickBooks Online. This maintains a consistent database across both platforms, saving you time on manual data entry.
Streamline your client management process by linking your Jetpack Workflow and QuickBooks Online. With this workflow, as soon as a new client is added in Jetpack Workflow, a corresponding customer entry gets created in QuickBooks Online. This maintains a consistent database across both platforms, saving you time on manual data entry.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Customer
Triggered when you add a new customer.
- Free forever for core features
- 14 day trial for premium features & apps
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
