Jotform + QuickBooks Online

Create QuickBooks Online customers for new signed Jotform documents

Streamline your customer onboarding process with this efficient workflow. When a new signed document is received in Jotform, a customer profile will be created in QuickBooks Online, ensuring all relevant information is promptly stored in one place. Save time and reduce manual data entry by automating this essential step in your client management system.

Streamline your customer onboarding process with this efficient workflow. When a new signed document is received in Jotform, a customer profile will be created in QuickBooks Online, ensuring all relevant information is promptly stored in one place. Save time and reduce manual data entry by automating this essential step in your client management system.

  1. When this happens...
    JotformJotform
    New Signed Document

    Triggers when a signed document is received.

    TriggerScheduled
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Customer

    Triggers when you add a new customer.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
  • QuickBooks Online triggers, actions, and search

    New Account

    Triggers when you add a new account.

    Trigger
    Instant
    Try It
    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • QuickBooks Online triggers, actions, and search

    New Bill

    Triggers when a new bill is added.

    Trigger
    Instant
    Try It
jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn moreHelp

Related categories

  • Forms & Surveys

Similar apps

Wufoo integrationsWufoo integrations

Wufoo

Forms & Surveys
Formstack integrationsFormstack integrations

Formstack

Forms & Surveys
Typeform integrationsTypeform integrations

Typeform

Forms & Surveys
quickbooks logo
quickbooks logo

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

Related categories

  • Accounting

Similar apps

Xero integrationsXero integrations

Xero

Accounting
FreeAgent integrationsFreeAgent integrations

FreeAgent

Accounting
Wave integrationsWave integrations

Wave

Accounting