LeadConnector + QuickBooks Online
Create estimates in QuickBooks Online when pipeline stages change in LeadConnector
This workflow starts when a stage change occurs in your LeadConnector pipeline, leading to the generation of a new estimate in QuickBooks Online. This automation streamlines your sales process, ensuring you're ready for the invoicing stage without manual effort. It consolidates your data management effectively, giving you more time to focus on vital business tasks.
This workflow starts when a stage change occurs in your LeadConnector pipeline, leading to the generation of a new estimate in QuickBooks Online. This automation streamlines your sales process, ensuring you're ready for the invoicing stage without manual effort. It consolidates your data management effectively, giving you more time to focus on vital business tasks.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Estimate
Triggered when you add a new estimate.
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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.
Try It
