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Jetpack Workflow + QuickBooks Online + Filter by Zapier

Update QuickBooks Online customers with new Jetpack Workflow client updates

Mirror your Jetpack Workflow client updates in the corresponding QuickBooks Online customer records. This integration can listen for Jetpack Workflow client updates and automatically apply those changes to corresponding QuickBooks Online customers. (Note: You must already have Jetpack Workflow integrated with QuickBooks Online for this to work. See this support article for more details.)

Mirror your Jetpack Workflow client updates in the corresponding QuickBooks Online customer records. This integration can listen for Jetpack Workflow client updates and automatically apply those changes to corresponding QuickBooks Online customers. (Note: You must already have Jetpack Workflow integrated with QuickBooks Online for this to work. See this support article for more details.)

  1. When this happens...
    Jetpack WorkflowJetpack Workflow
    Updated Client

    Triggers when a client has been updated.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    QuickBooks OnlineQuickBooks Online
    Update Customer

    Updates an existing customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Jetpack Workflow triggers, actions, and search

    New Client

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
    • Template

    • Job Name

    • Client ID

    • Job Manager

    • Description

    • Due

    Action
    Write
    • 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

    Action
    Write
    • 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

    Action
    Search or write
    • Company Name

    • First Name

    • Last Name

    • Email Address

    • Description

    • Phone

    • Street Address

    • City

    • State/Province/Region

    • Zip/Postal Code

    • Website

    • Tags

    • QuickBooks ID

    Action
    Write
    • Search QueryRequired

    Action
    Search
    • Only continue if...Required

    Action
    Filter
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About Jetpack Workflow

Workflow Software Built To Help Your Growing Firm

Related categories

  • Project 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.
Learn moreHelp

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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories