Proposify + QuickBooks Online Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Proposify and QuickBooks Online, with as many as 204 possible integrations. Are you ready to find your productivity superpowers?
Create new QuickBooks Online customers from newly won Proposify proposals
Together Proposify and Quickbooks create a proposal dream team for your company. You can share new proposals with your leads, and then add their contact details to QuickBooks for accounting when you win a deal. With this Zapier integration, you can automate it. Zapier can automatically create customers from won proposals created in Proposify so you never have to copy and paste data again.
Note: This Zapier integration doesn't import already created Proposify proposals into QuickBooks Online, only new proposals after you've set it up.
How this Proposify-QuickBooks Online integration works
- A new proposal is won in Proposify
- Zapier automatically creates a customer for you in QuickBooks Online.
- QuickBooks Online
It's easy to connect Proposify + QuickBooks Online and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a proposal is accepted by a client.
Creates a new client.
Triggers when a client has left a comment on the client view.
Creates a new proposal.
Triggers when a proposal is created.
Adds a new customer.
Triggered when a payment is received (with line item support).
Adds a new sales receipt (with line item support).
Triggered when a new vendor is added.
Adds a new invoice (with line item support).
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