Create new QuickBooks Online customers when tasks are checked in Process Street
Efficiently manage your customer data by connecting Process Street and QuickBooks Online with this automation. When a new customer task is checked in Process Street, a customer will be created in QuickBooks Online, ensuring your records are always up-to-date and accurate. Streamline your process and save time by keeping track of essential customer information without manual data entry.
Efficiently manage your customer data by connecting Process Street and QuickBooks Online with this automation. When a new customer task is checked in Process Street, a customer will be created in QuickBooks Online, ensuring your records are always up-to-date and accurate. Streamline your process and save time by keeping track of essential customer information without manual data entry.
- When this happens...Create Customer
Triggered when you add a new customer.
- automatically do this!New Task Checked
Triggers when a task is checked off in a workflow.
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