LeadConnector + QuickBooks Online
Generate QuickBooks Online sales receipts whenever LeadConnector pipeline stages change
Keep your financial records promptly updated with this seamless workflow. Whenever there's a change in the pipeline stage in LeadConnector, it triggers the creation of a sales receipt in QuickBooks Online. This automation not only helps to ensure accurate record-keeping but also saves you time and reduces manual entry errors. It's a simple yet efficient solution for optimizing your sales process and financial management.
Keep your financial records promptly updated with this seamless workflow. Whenever there's a change in the pipeline stage in LeadConnector, it triggers the creation of a sales receipt in QuickBooks Online. This automation not only helps to ensure accurate record-keeping but also saves you time and reduces manual entry errors. It's a simple yet efficient solution for optimizing your sales process and financial management.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Sales Receipt
Triggered when a new sales receipt is added (with line item support).
- Free forever for core features
- 14 day trial for premium features & apps
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
New Account
Triggered when you add a new account.
Try It
