Create QuickBooks Online customers from new completed PandaDoc documents
When this happensStep 1: Document Completed
Then do thisStep 2: Create Customer
With Zapier's help, PandaDoc and QuickBooks work together to automate your manual data entry workflows. When a PandaDoc proposal closes, Zapier will automatically create customers and update their financial data in QuickBooks, so you never have to copy and paste sensitive financial information again.
How this PandaDoc-QuickBooks Online integration works
- New PandaDoc document is completed
- Zapier creates a new customer in QuickBooks Online
- QuickBooks Online