Proposify + QuickBooks Online
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.
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.
- When this happens...Proposal Won
Triggers when a proposal is accepted by a client.
- automatically do this!Create Customer
Triggered when you add a new customer.
- Free forever for core features
- 14 day trial for premium features & apps
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
