Create Quickbooks invoices from new Pipedrive deals
When this happensStep 1: New Deal
Then do thisStep 2: Create Invoice
Is it really time to create another invoice? AND a matching customer in Quickbooks? It's a good problem to have, but Zapier's automation will make it a breeze! Every time a new deal lands in Pipedrive, we'll automatically create a customer and an invoice.
How this Pipedrive-Quickbooks integration works
- A new deal comes in to Pipedrive
- Zapier finds or creates a matching customer in Quickbooks
- Zapier creates an invoice in Quickbooks