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ProjectManager + QuickBooks Online

Create customers in Quickbooks from new persons in ProjectManager

Keep on top of account management with Quickbooks and ProjectManager. Whenever you add a new resource in ProjectManager, Zapier automatically sets up a new customer in Quickbooks.

Keep on top of account management with Quickbooks and ProjectManager. Whenever you add a new resource in ProjectManager, Zapier automatically sets up a new customer in Quickbooks.

  1. When this happens...
    ProjectManagerProjectManager
    New User

    Triggered when a new user is added to your account

    TriggerScheduled
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Customer

    Triggered when you add a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • ProjectManager triggers, actions, and search

    New User

    Triggered when a new user is added to your account

    Trigger
    Scheduled
    Try It
    • Project ID

    Trigger
    Scheduled
    Try It
    • NameRequired

    • Description

    • Manager

    • Priority

    • Status

    • Folder

    • Target Date

    • AccessRequired

    Action
    Write
    • UserRequired

    • Task IDRequired

    • DateRequired

    • HoursRequired

    • Notes

    Action
    Write
    • Project

    • User

    Trigger
    Scheduled
    Try It
    • Project IdRequired

    • NameRequired

    • Description

    • Start Date

    • Due Date

    • ProgressRequired

    • Assignees

    • Priority

    • Status ID

    Action
    Write
    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Phone

    • Notes

    • Role

    • Teams

    • Skills

    Action
    Write
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projectmanager logo

About ProjectManager

ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.

Related categories

  • Project Management
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quickbooks logo

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
Learn moreHelp

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