LeadConnector + QuickBooks Online
Create invoices in QuickBooks Online when pipeline stages change in LeadConnector
Streamline your billing process with this efficient workflow. When a change in the pipeline stage occurs in LeadConnector, an invoice is promptly generated in QuickBooks Online. This time-saving process ensures you never miss billing a client when progressing through your pipeline stages. Perfect for businesses seeking to avoid manual data entry and improve financial efficiency.
Streamline your billing process with this efficient workflow. When a change in the pipeline stage occurs in LeadConnector, an invoice is promptly generated in QuickBooks Online. This time-saving process ensures you never miss billing a client when progressing through your pipeline stages. Perfect for businesses seeking to avoid manual data entry and improve financial efficiency.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Invoice
Adds a new invoice (with line item support).
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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.
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