Project Broadcast + QuickBooks Online
Create Project Broadcast contacts for new QuickBooks Online customers
Whenever a new customer is added in QuickBooks Online, this workflow makes sure a corresponding contact is instantly established within your Project Broadcast system. By removing the need for manual data entry, it ensures that your customer details are always up to date in both systems. This workflow guarantees effective communication by keeping your Project Broadcast contact list continuously aligned with your QuickBooks Online customer base.
Whenever a new customer is added in QuickBooks Online, this workflow makes sure a corresponding contact is instantly established within your Project Broadcast system. By removing the need for manual data entry, it ensures that your customer details are always up to date in both systems. This workflow guarantees effective communication by keeping your Project Broadcast contact list continuously aligned with your QuickBooks Online customer base.
- When this happens...New Customer
Triggered when you add a new customer.
- automatically do this!Create Contact
Creates a new Project Broadcast contact. If the contact possibly exists, you will need to use the Find Contact action which will search for the contact and create one if it is not found.
- Free forever for core features
- 14 day trial for premium features & apps
